Articles
Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.
The 2018 Budget
In the Budget speech on Monday 29th October, the Chancellor of the Exchequer, Phillip Hammond, announced several tax proposals. With the prospect of higher UK
Origen wins ‘Adviser of the Year’ – for the third consecutive year!
Origen has won Financial Adviser of the Year (Medium to Large Firm) 2018 at the MoneyAge awards in October 2018 in the face of very
Child Trust Funds – coming of age
Lesley McReynolds reflects on how Child Trust Funds (CTF) and Junior ISAs can be used to help towards your and your children’s financial goals.
A valuable boost for retirement savings
Whenever you contribute to your pension, the Government will also add money, via pension tax relief. Pam Henley assesses the value of pension tax relief
Have you lost the savings habit?
Recent reports suggest that savings across the UK are in decline. Jayne Lucas reflects on the benefits of having a savings habit and shows the
US protectionism – a threat to global investments?
Kerry Thomson asks Edward Smith of Rathbones, who are on our panel of discretionary fund managers, about the growing threat of protectionism and considers how
On budget, on time and on target
Taking the time to review your financial situation can really save you money and give you greater opportunity to save for your future. Vanessa McCloy
What shape is your retirement?
Income needs change in retirement and keeping track of your funds can be a hard task. Michael Spence shows how we use cash flow modelling
The changing state of estate planning
Financial planning can quickly evolve; as regulation and tax changes, we often see new challenges arise which may bring into question existing arrangements. Barry Crawford
Providing income in retirement tax efficiently
After receiving an income through employment during working life, Nella Correia considers the options for providing retirement income and the tax consequences of these actions.
ISAs – The fast track to growing your wealth
A new tax year gives new ISA allowances for tax-free investments. Sian Kent demonstrates the value of ISAs and how they can really save you
Tax planning opportunities
As we approach the end of another tax year, you should take the time to check that you have made best use of the tax
Learning to speak the language of funds
Understanding the information provided on a fund factsheet can give you a good headstart in helping you to check that your selected funds match your
How to manage your retirement income
The Freedom and Choice changes in 2015 gave people at retirement greater flexibility over access to their pension funds. Salvatore Volante looks at some of
Building foundations for successful financial planning
Taking the time to review your financial situation can really save you money and give you greater opportunity to save for your future. Leon Hunt
