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Financial News

Showing 25 to 48 of 56 articles

Pension Scams

AUG 01, 2014

Liberation vs freedom

Please heed this warning, there are unscrupulous people out the who are trying to get your pension pot.

In the Budget, Chancellor George ...

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Yorkshire Building Society

JUN 16, 2014

Credit Suisse International and Yorkshire Building Society sent out misleading product promotions that emphasised potential returns they knew were almost impossible to achieve, an FCA investigation ...

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TELEPHONES

MAY 12, 2014

We are in the process of installing a state of the art telephone system into all of our offices. There should be no issue in getting through to your required branch however, if you do encounter any ...

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Budget March 2014 Pension Changes

MAR 27, 2014

From 27 March 2014, some of the current rules on how individuals can access their pension benefits will be significantly altered:

The minimum income requirement for flexible drawdown ...

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Market Update

FEB 19, 2014



Weekly Market Update for 17 February 2014



Index

Over the period

2014 ...

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Boiler Room Financial Scams Scams

JAN 13, 2014

There are individuals who are posing as Independent Financial Advisers contacting clients of firms to propose investments in shares. These individuals are also sending out e-mails with financial ...

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Retirement Annuities Courier January 2014

JAN 13, 2014

Annuities -: Why the Open Market Option is Important

You have worked all your life and are now coming to retirement age.

Do you think, what happens now?What ...

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Financial Reviews The Courier 10 September 2013

SEP 11, 2013

Lack of Independence Advice for On-Going Reviews.

The change from Commission to Fees in the Financial Services Sector is now being noticed by many clients. We have had clients of Banks ...

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High Rate Tax Payers and Child Benefit

AUG 26, 2013

Higher earners receiving Child Benefit must register for self assessment by 5th October

The high income Child Benefit tax charge came into force on 7 January 2013. Broadly, a ...

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Market Update July 2013

JUL 23, 2013

Macbeth Currie Market Update for July 2013



Index

Over the period

2013

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Courier Tax Article for 2013-14

JUL 10, 2013

Tax Efficient Planning for Tax Year 2013-14

The new tax year has now begun and it would be wise to look at you own financial situation to ensure you are making use ...

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Importance of Financial Reviews by D PHILP for The Courier 14 May 2013

MAY 23, 2013

Financial Reviews - Why Bother

One of the most common scenarios I come across when I see new clients is the lack of any previous financial reviews whether it be in the case of pensions, ...

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Property Lettings

FEB 27, 2013

The Mortgage Works, Nationwides buy-to-let lending subsidiary, has stopped new lending to landlords who have tenants receiving housing benefits, a move experts warn could leave many people struggling ...

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Retail Distribution Review

FEB 20, 2013

The FSA Retail Distribution Review (RDR) came into effect on 31 December 2011and we are happy to report that Macbeth Currie Financial services will remain INDEPENDANT for the benefit of all our ...

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Investment Risk in Volatile Times (Written for and Published by the Courier on 06/11/2012)

NOV 15, 2012

What is risk?



The main aspect of risk can be explained in three ways:-



Risk Required the risk associated with the return required to ...

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Buyer Beware (Investments that are too good to be true)

NOV 15, 2012

Steve Adams, an Essex-based IFA , grew suspicious when his client, a 35-year-old multi-millionaire, told him he had received an offer for a one-year corporate bond paying 8.1 per cent a year, from ...

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FSA Retail Distribution Review

OCT 31, 2012

RETAIL DISTRIBUTION REVIEW (RDR)

RDR is a major reform of regulation in the Financial Services Sector. Basically, it will remove commission payments and improve the way you receive ...

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Retail Distribution Review (What does this mean for Investors)

SEP 28, 2012

What will your adviser be doing after 31 December 2012 in respect of continuing advice.

Macbeth Currie Financial Services will remain independent and continue to offer ...

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Have you made a WILL

SEP 19, 2012

By making a Will you can decide what happens to your property and possessions after your death. Although you do not have to make one by law, it is the best way to make sure your estate is passed on ...

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Busy period for our Kinross Property Shop

SEP 04, 2012

The school holiday period is generally a quiet time for our property department however this year we have remained busy with several properties selling within days of coming to the market. We have ...

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Open Market options for pensions

AUG 28, 2012

Which? has criticised Saga for sending out a confusing message by having a single-tied annuity relationship whilst campaigning for prospective retirees to use the open-market option.

The ...

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HOW CAN I TRACE A FORGOTTEN PENSION?

JUN 07, 2012

As retirement approaches, many face the nightmare task of tracking down small-sized funds a job the Pensions Advisory Service, a Government-sponsored advice body for those about to retire, warns can ...

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Property missives concluded in 2.5 hours by Edinburgh Office

APR 24, 2012

A property at Wardie Dell, Edinburgh hit the market on 16th April and an offer was received on 23rd April for the full price and missives were concluded for the sale within two and a half hours.

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Quick Property Sale for our Kinross Office

APR 04, 2012

On 16th March our Kinross Office were delighted to bring to the market 17 Bowton Road, Kinross. This beautiful detached property received high viewing numbers within the first few days of being on ...

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