Year: 2009
Investment Review and Market Outlook with Gordon Kearney
Gordon Kearney, Managing Director & Financial Adviser
Posted in Investing on 27.11.09
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The third quarter saw a number of markets setting positive performance records as global markets moved from concerns about how...
Pension Contributions and Tax Relief for High Earners with Richard Pake
Posted in Pensions & Retirement, Tax Planning on 27.11.09 Read You may have read of the proposed changes regarding pension contributions that have the aim of reducing the tax relief...Investment Review and Market Outlook by Gordon Kearney
Gordon Kearney, Managing Director & Financial Adviser
Posted in Investing, Tax Planning on 02.08.09
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Markets had a volatile half year with steep declines in most asset classes in January and February being reversed by strong...
The Fiducia Master Retirement Account
Posted in Financial Advice, Pensions & Retirement on 02.08.09 Read The Fiducia Master Retirement Account is not just a pension plan, but a highly flexible, tax effective, multi-faceted...New Star Investment Funds – Update
Posted in Investing on 01.08.09 Read The New Star International Property fund remains suspended from trading, with no date for re-opening although we believe it is...Fiducia News
Posted in Fiducia News on 02.07.09 Read Many congratulations to Sarah who gave birth to a baby girl, Ella, earlier this month. Our best wishes go to Sarah, her...Investment Review and Market Outlook
Gordon Kearney, Managing Director & Financial Adviser
Posted in Investing, Tax Planning on 28.04.09
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As we know, last year proved to be an extremely difficult and volatile 12 months for investment markets and 2009 started in...
Inheritance Tax Planning – Transferable Nil Rate Bands
John Millican, Chairman
Posted in Inheritance Tax, Nil Rate Band on 28.04.09
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Since October 2007 it has been possible for any unused Nil Rate Band to be transferred between spouses or civil partners. In...
New Star Investment Funds Update New Star Investment Funds Update
Posted in Investing on 02.03.09 Read A number of clients hold New Star funds in their portfolios, most specifically the New Star International Property fund which...Bamboo Shoots on the Menu for 2009?
Posted in Investing, Tax Planning on 29.01.09 Read With the UK finally confirmed in recession, we at Fiducia remain optimistic that Q4 08 and Q1 09 will turn out to be as bad as...Fiducia News
Posted in Financial Advice, Trusts on 02.02.09 Read Our Practice Manager, Sarah Travers is due to begin six months maternity leave from the end of June and as a result we have...Tax Planning Update
John Millican, Chairman
Posted in Pensions & Retirement, Lifetime Limit on 29.01.09
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Tax Planning There are several issues arising from the Pre-Budget Report of 24th November 2008 that are worth highlighting in...
Fiducia News
Posted in Fiducia News on 05.01.09 Read Gordon Kearney, Head of Investments and Dean Aitchison, Investment Analyst have obtained the Investment Management Certificate...How to plan for retirement as a small business owner
Posted in Pensions & Retirement on 07.04.26 Read Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement and could...7 timeless financial planning lessons you can discover in classic Greek myths
Posted in Fiducia News on 07.04.26 Read As Christopher Nolan’s much-anticipated new film, The Odyssey, is due to hit cinemas in the coming months, we can expect a...5 ways a cashflow model could support your estate plan
Posted in Financial Planning on 07.04.26 Read Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a...What past market volatility has taught us about investor behaviour
Posted in Investing on 07.04.26 Read The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have...Investment market update: February 2026
Posted in Investing, Market Commentary on 17.03.26 Read In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits...5 ways to keep learning throughout retirement
Posted in Pensions & Retirement on 17.03.26 Read For most of our lives, education is often a means to an end. It’s how we gain qualifications, prepare for work, and advance...The Capital Gains Tax essentials you need to know
Posted in Tax Planning on 17.03.26 Read The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to aExplained: Why your pension could become liable for Inheritance Tax
Posted in Inheritance Tax, Pensions & Retirement on 17.03.26 Read Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families...How cashflow modelling can act as an early warning system for financial shocks
Posted in Financial Planning on 17.03.26 ReadThe positive psychology of clear financial goals
Posted in Financial Planning on 17.03.26 Read A survey has identified an “ambition gap” in the UK, with millions of adults admitting they have no financial aspirations...Is Your Estate Heading for an Unexpected Inheritance Tax Bill?
Gordon Kearney, Managing Director & Financial Adviser
Posted in Inheritance Tax on 20.02.26
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Quick Answers
What is the inheritance tax threshold in 2026?
The nil-rate band remains frozen at £325,000. If you own a...
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