Investment Note – May 2015

,
2015 Year to Date Markets overall have shown a strong year to date performance and we have seen this reflected across our portfolios where we are now ahead of our benchmarks. Last year both a Chinese growth slowdown and a fall in oil prices…

Early bird catches the worm…

,
2015 ISA Investments As the new tax year has started, I wanted to remind you about the ISA allowances you have available to you now. ISA’s ISA's are one of the most tax efficient and flexible means of saving. Each year we remind…

Pension Legislation Changes

, ,
Big changes afoot! “People who have worked hard and saved all their lives should be free to choose what they do with their money”. George Osborne This is one of the biggest shake ups in pensions for a very long time and will offer you…

Investment Note 2015

,
A Look Back at 2014 The purpose of this note is to reflect on the past year and to comment on what we see going forward from here. We would normally send this note out in mid-January but we felt it should be delayed until we knew the outcome…

End of Tax Year Planning 2015

, ,
It’s coming up to that time of year to make sure that you are aware and are using all of the tax efficient allowances available to you. There will also be some huge changes in pension legislation with effect from the 6th April and I am going…

December Newsletter

This year has flown past and the festive season is almost once again upon us, so we thought we’d celebrate a little and round off the year with a few of the exciting things that have happened in the last 12 months... Firstly, we’d…

Market Update – October 2014

,
We know that the recent sharp moves down in some markets will be making people nervous and we want to share with you some of Eric's thoughts on the background to the recent moves and also how he is thinking it may play out in the slightly longer…

Carrington Family Service

,
Always looking to be innovative and offer exceptional service, we have decided to launch the Carrington Family Service. Incorporating advice and ideas that we currently make use of, the aim of the Carrington Family Service is to offer advice…

Market Update – August 2014

,
In our August note, we want to give you an insight into how we see the current markets and their outlook, especially as sentiment appears weak in the short term and volatility is increasing. There is now a lot of caution in markets, not without…

Increased ISA Limit Now Available!

, ,
From today, you are able to take advantage of the increased ISA allowance of £15,000 per person.  For Junior ISA’s this increases to £4,000. Following on from our Early Bird ISA note, I thought it was worth repeating some of this…

Keeping you in the loop – Investment Changes

,
An important part of our ongoing service to clients is our active, in-house investment management. Although you receive a number of our investment communications, until you’re a client you are not privy to the review of portfolios, decisions…

Early Bird Catches the Worm…

, ,
2014 ISA INVESTMENTS In the past, we have always contacted you towards the end of the tax year about using up your ISA allowance, but this year we thought we would start early. ISA’s As you know, ISA's are one of the most tax efficient…