The Financial Pilot
News and comments from the pilotfinancial team.
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...read more
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...read more
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...read more
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...read more
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...read more
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...read more
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...read more
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...read more
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...read more
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....read more
56 High Street, Totnes, Devon, TQ9 5SQ
Tel: 01803 864 092
Pilot Financial is a trading name of Pilot Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority, and Pilot Financial Consulting Ltd.
The Financial Conduct Authority does not regulate all products and services on this website.
Pilot Financial offers services only to clients in the UK.