The Financial Pilot
News and comments from the pilotfinancial team.
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....
Sustainable 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...
Investing 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...
Passing 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...
LISA: a New Kid on the Block
George Osborne’s new Lifetime ISA (LISA) has been hailed as a major boost to the saving prospects of the young and self-employed, so how will it work (and is there a catch?!) The LISA is set to launch in April 2017 and will be available to the under 40’s only....
Tax Avoidance and Tax Evasion: What’s in a Word?
The difference between tax avoidance and evasion is simple enough in theory: avoidance is about the use of legal means to minimise your tax bill; evasion is illegally cheating the system. In practice however things aren’t quite as clear-cut. The likes of Google,...
Residential Property as an Investment – As Safe as Houses?
The soaring price of property and the associated rise of Generation Rent have put buy-to-let in the spotlight. The introduction of an additional 3% stamp duty on second homes, announced in the Autumn Statement, follows significant changes to landlords’ tax relief....
Planning for Later Life
Statistically one in four people will need care in a care setting at some point in the future, but the opinion of many regarding planning for care is to bury their heads in the sand until the need, often urgent, actually arises. As an ageing population we need to...
Registered 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.
|
|
