The Financial Pilot
News and comments from the pilotfinancial team.
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
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 more
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 more
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 more
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