End Of Tax Year – Important Information

Individual Savings Accounts

The overall personal limit for an Individual Savings Account (ISA) for the current tax year is £11,280 and this will increase to £11,520 for the new tax year commencing on April 6th. It’s important to note that if you are only contributing to a cash ISA then the maximum is exactly half the overall allowance – so £5,640 and £5,760 respectively. The other key point is that if you don’t use your ISA allowances for this tax year then they are lost – they can’t be ‘carried forward’ to the next tax year.

Read more …

Market Comment – Brian Tora’s latest comments

For Brian’s latest comments, please clieck the link.

Market comment 20th February 2013

Market Comment – Brian Tora’s latest comments

For Brian Tora’s latest comments, please click the link.

Market comment 8th January 2013

January Client’s Corner

Nick Murray, the author of our regular client’s corner pieces, has very kindly allowed us to post January’s edition on our website.

Please click the link to read it.

Clients Corner

Market Comment – A personal view of Brian Tora

For Brian Tora’s latest views, please click the link

Market comment 13th December 2012

Changes To The Way You Receive Financial Advice

The Financial Services Authority (FSA) has published a checklist for investors explaining changes to the way they get financial advice, ahead of the implementation of the Retail Distribution Review (RDR) on 31st December.

The changes to financial advice include clearer charges, clearer services and more professional advice.

Click the read more link below to see the changes in full.

Advisers will either be independent or restricted from 31st December onwards.Independent advice means the adviser can provide advice on all of the different types of financial products. Any adviser who cannot do this will be restricted. Read more …

Market Comment – A Personal View Of Brian Tora

Please click the link for Brian Tora’s latest views

Market comment 25 September 2012

Market Comment – a personal view of Brian Tora

For Brian Tora’s latest views please click the link.

Market comment 10 July 2012

IFA Magazine Article

We are pleased to share some press coverage on our relationship with JM Finn, our onvestment partner.

Please click the link to see the article http://issuu.com/twfp/docs/ifa12_lores/39

Before Leaping, listen to a Giant

We thought that clients and visitors to our site would find the following article interesting. It’s from the the NY Times website and it resonates with us and the approach we take with our clients.

We hope you enjoy.

To read the article, click the link http://tinyurl.com/cn6qap8

Brunel Capital Partners is a sister company of Pilgrim Financial Planning