Posts in Category: Investments

Welcome to the 2014/15 tax-year! 

Monday, April 07, 2014 4:01:00 PM Categories: Budget Investments ISAs pensions Regulations

As I am sure you are aware, the 2014/15 tax-year started on Sunday 6th April. The new tax year promises to be an interesting one with the introduction of the NISA (New ISA) from 1 July, which will allow contributions up to £15,000, as well as the new flexibility with regard to pensions (although the real flexibility comes in in July 2015 where the whole pension fund can be taken as a lump sum, less tax at your marginal rate).

If you would like to discuss any of these topics or indeed any other area we can assist in, please get in touch.

Markets: The only certainty is uncertainty 

Monday, April 16, 2012 12:20:00 PM Categories: Investments

As I am sure you are aware, the last few years have seen high levels of volatility in both UK and international markets with dramatic changes in indices such as the FTSE 100 and the USAs S&P 500 becoming commonplace. This has continued throughout 2012 so far, with good levels of growth in the early part of the year followed by a return to the hard-to-predict peaks and troughs we have seen over the last few weeks.

At Whichers IFA Ltd we still hold a positive outlook for both UK and international markets over the medium to long-term but we are well aware that investors can be concerned with fluctuations in the value of their assets.

We work with a number of fund managers and investment houses to provide solutions to these concerns, in particular using investments that aim to provide a positive return in all market conditions.

If you would to discuss your investments and options in greater detail please get in touch.