November 2017


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  • EIS changes seen as boost for new technologies and innovative industries

    23 November 2017

    Chancellor Philip Hammond has doubled the Enterprise Investment Scheme investment limit, in a bid to encourage more investment in knowledge-intensive companies.  This will see the limit on the amount an individual may invest rise from £1 million to £2 million in April 2018, earning investors up to as much as £600,000 in tax relief....

  • Budget Summary

    22 November 2017

    Alongside an extra £3 billion of funding to prepare for Brexit over the next two years, in the Autumn Budget 2017 Chancellor Philip Hammond announced the following: No changes to the pension system Given that the pensions freedoms are less than 3 years old the fact that there has been no further tinkering with...

  • Disruption benefits technology sector, helping deliver triple digit fund growth

    21 November 2017

    The technology, media and telecommunications sector is in a “particularly dynamic phase” with unparalled disruption in many industries, according to Herald Investment Trust. Speaking at a recent technology investment event hosted by the Association of Investment Companies, manager of Herald Investment Trust Katie Potts said the migration to public cloud is driving hardware costs...

  • Why we won’t be getting a normal post-election Budget

    20 November 2017

    Matt Phillips, Wealth Management managing director at Thomas Miller Investment, comments on what might be expected from Wednesday’s Budget. “Post-election Budgets tend to be characterised by big sweeping changes which generate lots of income for the government to use ahead of the next election. But this one is bound to be different. Politically, the...

  • Budget: Possible pensions, tax and investment changes and a wish list

    17 November 2017

    Les Cameron, head of technical at Prudential, considers the key pensions, tax and investment issues the Chancellor could address and adds a wish list of his own. Tax relief A reduction in tax relief and potential removal of the tax-free lump sum are often mooted before budgets but I don’t think the tax-free lump...

  • Budget viewpoint: Investment tax advantages

    16 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see, or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, Barry Foster, technical sales manager (pictured), believes the EIS and VCT regimes may see changes. Further to the Treasury’s...

  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

  • Our economy – dealing with debt in the post Global Financial Crisis/QE era

    14 November 2017

    Are we on the brink of a recession, have boom bust cycles been eliminated and how volatile might markets be going forward? David Jane, manager of Miton’s multi-asset fund range, takes a view. ‘This time is different’ are the most dangerous words in investment and also the name of a book on financial crises and debt...