Wealth Archives | Campbell & McConnachie

Wealth Knowledge, July 2019

9 Jul 2019 | Wealth

– Consumer ‘demand for cash ISAs has increased’, report claims – Existing homeowners boost mortgage market – Most gifters are ‘unclear on inheritance tax rules’ – More people downsizing to boost retirement savings Read...

Wealth Knowledge, June 2019

19 Jun 2019 | Wealth

– Savers withdraw £25.62b through pension freedoms – Inheritance tax receipts projected to double by 2030 – Over-50s support introducing new tax break for downsizing – FCA consults on plans to change mortgage advice rules Read...

Wealth Knowledge, May 2019

9 May 2019 | Pensions, Wealth

-Oblivious workers over 65 are being taxed on their stats pension -Under 35s call for advice to prepare for life’s milestones -Retirees’ income levels off over the last eight years -Pension dashboards get the green light from government department Read...

Wealth Update, April 2019

9 Apr 2019 | Pensions, Tax, Wealth

The concept of riskier investment strategies. Following the latest market trends when it comes to your investment strategy usually pays off, but while most stick with the safety of the shoal there are always a few sharks swimming against the tide. Read...

Wealth Knowledge, Mar 2019

14 Mar 2019 | Mortgages, Pensions, Wealth

-Minimum workplace pension contributions rise to 5% -Government consults on new stamp duty surcharge -Employees over the age of 50 are working longer -FCA: Pension savers ‘cashing in, but losing out’ Read...

Spring Statement 2019

9 Mar 2019 | Wealth

Once again, Chancellor Philip Hammond has demonstrated his commitment to the principle of the Spring Statement as a low-key event, at least in terms of tax and public spending announcements. Read...