The Financial Pilot
News and comments from the pilotfinancial team.
2018 Budget Summary
In the first Budget to take place on a Monday since 1962, Philip Hammond announced an end to the era of austerity, increased funding for the NHS and - due to some unexpected fiscal headroom - no major corresponding increases in taxes. But with uncertainties around...
Teachers’ Pensions: Holiday Checklist
Like many teachers, you may have been too busy during term-time to pay much attention to your financial future, and that of your family. If so then the holiday period is the perfect time to make sure that your pension arrangements are in order, that you are maximising...
The No-News-is-Good-News Budget
The headlines from the Autumn Budget this week focused on some rather grim economic forecasts, but in personal finance terms Philip Hammond’s speech was defined as much by what it didn’t contain as by the actual policy announcements. There had been some speculation in...
UK Platform Awards 2017
Pilot Financial Director, Ian Thomas, was recently involved on the first stage shortlisting panel for the 2017 Platform of the Year Award. Alongside the other judges, Bella Caridade-Ferreira of Fundscape, Heather Hopkins of Platforum, Kevin Okell of Altus and Mark...
What in the world?! The UK claims a global title when it comes to penal taxation.
What are the highest marginal rates of income tax in the world? In 2016 Japan and Denmark both levied a charge of around 56% on their highest earners; Sweden came in just above that level at 57.1%, with Aruba topping the global table at 58.85%. At 45%, the UK...
Pension Allowance Advice – Has anyone heard of it?
Money Marketing Magazine today (10th March 2017) reported on a couple of government personal finance initiatives which seem to be falling on deaf ears. The first is the Lifetime ISA which a recent survey has revealed two thirds of adults have never heard of. The...
Tax-Efficient Investing at the End of the Financial Year
As we approach the end of the 2016/17 financial year it is worth reminding ourselves of the numerous allowances and reliefs, available to all UK investors, that will be lost if not used on or before the 5th April. Pension Saving Tax relief is currently offered at the...
Pilot Financial comments on the impact of mergers within the platform market
Mergers in the financial platform market Pilot Financial Director, Ian Thomas, was quoted in a Money Marketing article today. The article, entitled 'Platforms, Profits And Their Struggle to Survive', looks at the platform market within the financial services industry...
Pilot Financial Calls on the FCA to look at the bigger picture
Pilot Financial Planning director, Ian Thomas has weighed into the discussion regarding the transfer of clients in bulk to alternative platforms. Speaking in 'Money Marketing', Ian supported the call from Andy Bell (head of the AJ Bell platform) for guidance from the...
Autumn Statement 2016 – What it Means for Your Personal Finances
Philip Hammond's first Autumn Statement contained a number of positive announcements from a personal finance perspective, with arguably less ‘spin’ and fewer negative developments for the areas of tax and pensions legislation that affect the majority of our clients....
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