09/02/10
Pensions - Anti Forestalling
The Anti Forestalling measures introduced by the Government to prevent people taking advantage before the new tax relief rules apply in 2011 are discussed here.
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01/12/09
Press Release
One of our Adviser team here at Fiducia, Marc Ruse has been shortlisted down to the final three by the Personal Finance Society for the Chartered Financial Planner of the Year award.
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27/11/09
4th Quarter Client Newsletter
Reviews, News & Views from the Fiducia team in our latest client bulletin. If you would like to subscribe to future bulletins, please let us know.
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30/07/09
3rd Quarter Client Newsletter
Reviews, News & Views from the Fiducia team in our latest client bulletin. If you would like to subscribe to future bulletins, please let us know.
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26/04/09
2nd Quarter Client Newsletter
Reviews, News & Views from the Fiducia team in our latest client bulletin. If you would like to subscribe to future bulletins, please let us know.
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24/04/09
The 2009 Budget
A commentary on the main features of the 2008 Budget, covering the changes in Income Tax, ISAs, CGT and IHT.
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09/03/09
Case Study
This Case Study provides a simple example of how Lifetime Cashflow Forecasting can help clients understand the future danger points in their financial plans.
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1/02/09
1st Quarter Client Newsletter
Reviews, News & Views from the Fiducia team in our latest client bulletin. If you would like to subscribe to future bulletins, please let us know.
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27/01/09
Fiducia in East Anglian Daily Times
Fiducia received the New Model Adviser of the Year award last week and we have been featured in the Business Supplement of the East Anglian Daily Times. The article is reproduced here.
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12/12/08
Fiducia News
Two members of our investment team have recently achieved the Investment Management Certificate qualification. Both Gordon Kearney and Dean Aitchison now hold the IMC. Dean is currently studying for the Chartered Financial Analyst qualification leading to our objective of offering discretionary fund management during 2009.
Stephen Doe joins John Millican, Sarah Travers and Marc Ruse in the adviser team. Stephen is a holder of the IMC qualification.
28/11/08
2008 Pre Budget Report
Earlier this week, Mr Darling delivered what was not so much a precursor for the 2009 budget, but more an emergency budget to deal with the current economic crisis. The headlines are the new 45% tax rate and the reduction in VAT, but there is significantly more to contemplate. Our PBR review is a summary of the interesting parts. We have been contacting clients to discuss relevant issues but please feel free to peruse our comments at your leisure. >>Read full story
27/11/08
New Star International Property Fund
New Star have suspended trading in this fund as a result of some institutional redemptions which will require properties to be sold. Some clients will have a small exposure to the fund within their portfolios, and we will be contacting clients individually where action needs to be taken. In the meantime, New Star have provided a Q&A fact sheet which can be accessed in the link below, or contact us for the up to date position.
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09/11/08
Fiducia portfolios outpace leading fund managers
The performance of Fiducia model portfolios is acknowledged by Citywire Wealth Management Online
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17/09/08
Investment Bulletin
Comment on the extraordinary current investment conditions.
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21/07/08
Press Feature
Fiducia is profiled in the New Model Adviser Magazine. This includes a brief history of the firm and highlights the reason we stand out from the crowd with our unique meld of Financial Planning and Wealth Management services.
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15/06/08
Investment Tax
A special Client Bulletin on the subject of taxation of certain investment vehicles. When investing funds, there is a range of options, including Offshore and Onshore Investment Bonds and Collectives. Which has the best tax treatment?
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27/05/08
Cash
With simple cash deposits in banks and building societies looking less secure, this article looks at some of the alternatives.
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20/03/08
Mr Darling’s 2008 Budget
A commentary on the main features of the 2008 Budget, covering the changes in Income Tax, ISAs, CGT and IHT.
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20/02/08
Tax Year End Planning
The end of the tax year is on the horizon, and as always it’s important to make sure as many allowances as possible are used. Perhaps more importantly, now is the time to be planning to take full advantage of the allowances in 2008/09.
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14/01/08
Options on Retirement
In response to a number of enquiries from clients, these notes cover the main options available The end of the tax year is on the horizon, and as always it’s important to make sure as many allowances as possible are used. Perhaps more importantly, now is the time to be planning to take full advantage of the allowances in 2008/09.
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