Financial News & Investment Views

Keep up to date with financial news and information

Latest financial & investment posts.

22 May 2017

Fed rate rise anxiety has returned

The potential rise in US interest rates worried capital markets for most of last year and was the starting point to the Jan-Feb 2016 stock market fall. There was concern that the US central bank, the Federal Reserve Open Markets…

Read more...
22 May 2017

9 key points to consider over Brexit

As the UK’s referendum about continued EU membership on Thursday June 23rd draws ever closer, we are increasingly receiving client enquiries on how we may be addressing potential investment risks should the UK electorate vote to leave the European Union.…

Read more...
George Osborne Former Chancellor of the Exchequer
22 May 2017

The birth of Lifetime ISA

After last week’s budget there are a few things we have learnt about Chancellors George Osbornes intentions over key tax and financial planning matters. It is clear that after all the media comment and rumour on the changes to higher…

Read more...
Red Budget Box
22 May 2017

UK Budget 2016

As suspected the Chancellor didn’t push ahead with the pension reforms, he did however introduce the Lifetime ISA and reduce the personal CGT tax rates. Read our summary of the details that may be relevant to you. Income Tax Personal…

Read more...
Red Budget Box
22 May 2017

Budget Summary

The tax-free personal allowance is to rise to £11,500 from April 2017. A new lifetime ISA designed to help those struggling to save for a home and for their retirement will be available to anyone under 40 – with the…

Read more...
George Osborne Former Chancellor of the Exchequer
22 May 2017

U Turn From Chancellor

The Chancellor, George Osborne, has announced at the weekend that the widely anticipated changes to tax relief on pensions will not now go ahead. The changes would have meant a flat rate of tax relief being introduced to pension contributions…

Read more...

Our Contacts

Estate Capital Financial Management
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763