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Wealth Management & Growh, Sheffield
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WMG IFA, Paul Wells
WMG Video Norm and Prudence
Saudi Arabia: the next emerging market
The June 2018 review of constituents for the main Emerging Markets Index has produced a few surprises. Read More
Top earners increase their share of tax payments
HMRC’s latest statistics provide an insight into the income tax paying population. Read More
Understanding what goes in to the FTSE100
The latest quarterly review of the FTSE 100 revealed common misunderstandings about how the index is drawn up. Read More
National Savings & Investments focusing on smaller investors
National Savings & Investments (NS&I) has introduced limits on its offerings for wealthier savers. Read More
Interest rates for the Eurozone and US diverge
Important interest rate announcements were made in June, both in the UK and the US. Read More
A savings tax review
The way savings are taxed is being reviewed by the Office of Tax Simplification (OTS). Read More
Pension transfers skyrocket
Transfers out of private sector final salaries boomed in 2017. Read More
Mainland Chinese stocks join the MSCI index
Important changes affecting Chinese market indices took effect in June 2018, which could affect emerging market funds. Read More
Interest rate rises prove hard to predict
The Bank of England did not raise interest rates in May, despite earlier suggestions that it would. Read More
Can a revised tax system re-balance intergenerational fairness?
A new report has proposed taxing the baby boomers to help resolve major issues around intergenerational fairness. Read More
Taking early advice on your tax return
HMRC is starting the tax year with their annual reminder to submit your tax return. Read More
Repayment threshold increases for student debt
The income threshold at which student loan repayments begin rose on 6 April 2018. Read More
How useful is the Dow?
The Dow Jones industrial Average – the Dow – is a well-known part of the investment market, often quoted by news sources. But what does it mean, and is it useful when making investment decisions? Read More
Increasing inheritance benefits for couples
Couples could now save an extra £20,000 of inheritance tax (IHT), as the residence nil rate band (RNRB) increased in April 2018. Read More
The pressure is dropping on inflation
UK inflation is falling faster than expected, as the March figure for the Consumer Price Index (CPI) was 2.5%. Read More
International investments and Brexit
With Brexit now less than a year away, how insular are your investments? Read More
What does the pension lifetime allowance buy?
It is worth looking at what your pension pot could buy for your retirement. Read More
Taking the early view on ISAs
There are advantages to planning your ISA investments around the start of the tax year. Read More
New risk criteria for venture capital schemes
Important changes for venture capital schemes and enterprise investment have recently come into effect. Read More
A simple Spring Statement
The Chancellor’s Spring Statement on 13 March was, as promised, a low-key event. Read More
A turbulent February for stock markets
February saw a dramatic return of volatility to global stock markets. Read More
Reminders for the new tax year
The start of the new tax year on 6 April marks several changes to tax and related matters that could make you richer… or poorer. Read More
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