News

The Incorporation of Dental and Veterinary Partnerships and Income Protection

By: Nick Crabbe News, Observations

The Incorporation of Dental and Veterinary Partnerships and a note of Caution Re its Impact on Existing Income Protection Contracts  Many accountants are currently advising their Dental and Veterinary practices to incorporate in order to gain substantial tax advantages in terms of extracting profits. On the whole this advice is usually good and can certainly [...]

Excessive Pension Charges

By: Karl Lavery Investments, News, Observations, Retirement Planning

We are pleased to see that at least the braodsheets are beginning to get the message we have been pushing for the past 6 years.  To read the article we found in the Telegraph, please click here.

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Karl’s Nettle Warrior Report

By: Karl Lavery Company News, News

Following a reasonably successful 2009 Assault Course event, where, (despite a heavy cold and a course so tough 37% of the starters did not even make it to the finish),Karl succeded in completing the course in a respectable time, he was looking forwardto repeating the event this year with a much imporved time and more good fund raising for the two nominated charities,

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Long Term Care Risks

By: Karl Lavery News, Observations, Retirement Planning

If you are in your 40′s or 50′s, you may well have parents who have needed or may need to enter Long Term Care. If you are already retired, you will be acutely aware from the experiences of some of your friends and peers, that there is roughly a 1 in 3 chance you may need Long Term Care.

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2010 Emergency Budget Overview.

By: Robert Hudson Investments, News, Observations, Retirement Planning

In his first Budget speech as Chancellor of the Exchequer, George Osborne set down a number of measures which will form the basis of a five year plan to rebuild the British Economy.

Read Full Article » 2010 Emergency Budget Overview.

How did Baxter Fensham’s Passive Investment Strategy Perform in 2009 in Comparison with Active Wealth Management Strategies?

By: Nick Crabbe Company News, Investments, News, Observations, Retirement Planning

How did Baxter Fensham’s Passive Investment Strategy Perform in 2009 in Comparison with Active Wealth Management Strategies?  2009 will go down in investment history as one of the years when the market fooled many of the active wealth management community. The year started as 2008 finished with the FTSE 100 index falling a further 14% [...]

Vanguard index Funds added to Baxter Fensham portfolio’s to improve efficiency

By: Simon Fitton Company News, Investments, News

The US fund management company Vanguard has come to the UK, and this is a notable arrival. You will be aware of our ‘passive’ positioning for our core investment portfolios and this has been a successful strategy for us all for a number of years now.

Beware New Buy-to-Let Planning Rules.

By: Karl Lavery Investments, News, Observations

As of April 6th 2010. If an owner wishes to let out a property that is not currently rented that was formerly a family home or flat to three or more unrelated people such as;
Nurses sharing, students, young professionals, etc.

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