The Financial Pilot
News and comments from the pilotfinancial team.
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...
read moreWhat 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...
read morePension 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...
read moreTax-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...
read morePilot 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...
read morePilot 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...
read moreAutumn 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....
read moreSustainable Investing
The recent announcement at the G20 summit in Japan that both China and the United States will ratify the Paris climate change (COP21) agreement is an indication that perhaps, finally, the world’s superpowers are taking this issue seriously. Closer to home, many of us...
read moreInvesting After the EU Referendum
The result of the EU referendum in June was clearly not priced into investment markets. As a result, there has been some significant volatility across all major asset classes as investors assimilate the likely impacts of Brexit and valuations adjust to the new...
read morePassing on Your Wealth: the Flexible Reversionary Trust Solution
As we get older and become more financially secure it is only natural that we consider the future for our children and grandchildren. However, the situation is brought into sharper focus by the fact that UK inheritance tax (IHT) may well significantly reduce the...
read moreRegistered address:
56 High Street, Totnes, Devon, TQ9 5SQ
Tel: 01803 864 092
Email: info@pilotfinancial.co.uk
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.
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