Model Portfolio Asset Allocation Revision Q1 2015
Around the turn of the year the clarity Investment Team traditionally reviews the asset allocation of our model portfolios. When considering the model portfolios we base our decisions on macroeconomic long term trends rather than trying to second guess any short term fluctuations in equity markets.
20/04/2015 15:20:40
Money Purchase Annual Allowance – Reporting Requirements
The Annual Allowance is a limit on tax relievable pension contributions. The standard allowance is £40,000 for the 2015/16 tax year.
17/04/2015 07:55:59
New (Tax) Year’s Resolution - Maximise my ISA contributions
From 06 April 2015, the ISA allowance increases to £15,240, which can be invested in any combination of cash or stocks and shares.
02/04/2015 10:43:59
Buy List Update - 24th March 2015
We discuss recent changes made to our buy list of recommended funds following the clarity Investment Team’s regular fund review.
24/03/2015 13:49:30
Budget 2015 – The Good, the Bad and the Ugly
George Osborne’s last Budget Statement of this Government contained little by way of major surprise for financial planners. Some small new savings allowances were announced, but yet another round of pensions Lifetime Allowance reduction and protection was also introduced. Of course, it may be that the incoming government choose not to pass some of this legislation; however, political comment so far seems to indicate that the LTA reduction has widespread popular support.
19/03/2015 16:27:40
Tax Year End Arrangements
The end of the tax year, 5th April 2015, is fast approaching. We thought it would be helpful to inform you of some important deadlines to make sure your pension or ISA contributions are received in time to count for the current tax year.
11/03/2015 14:22:52
Capped Drawdown Pre April 2015 Feb 15

The purpose of this note is to outline how eligible individuals can establish a Capped Drawdown contract prior to 05 April 2015 and retain an Annual Allowance of £40,000 (the annual limit on tax relievable pension contributions), rather than the reduced Money Purchase Annual Allowance of £10,000 that will be triggered if a new Flexi-Access Drawdown contract is established after this date.

18/02/2015 13:00:00
Buy List Update - 26th Jan 2015

A summary of the changes following the clarity Investment Team’s regular fund review

25/01/2015 13:00:00
Yellen: US rates may rise this year The chair of the US Federal Reserve, Janet Yellen, says she expects the central bank to begin raising interest rates "at some point this year". 22/05/2015 17:39:12
Government borrowing falls to £6.8bn UK government borrowing fell to £6.8bn in April, down from £9.3bn a year earlier, official figures show. 22/05/2015 09:26:59
Tobacco firms challenge packaging law British American Tobacco and Philip Morris file legal challenges against the UK government over plain packaging for cigarettes. 22/05/2015 12:47:30
Cost of rent 'up 4.6% in a year' The cost of renting a home rose by 4.6% in the year to the end of April, the fastest rise since November 2010, an agency group says. 21/05/2015 23:02:59
UK job quality stalls for first time A measure of the quality of jobs done by workers in the UK has fallen slightly for the first time. 22/05/2015 10:13:54
Ecclestone challenges £1bn tax move F1 boss Bernie Ecclestone goes to court to challenge the legal basis of assessments that have left him facing a UK tax claim of more than £1bn. 21/05/2015 17:32:35
Nationwide's profits rise 54% to £1bn Nationwide building society reports a 54% rise in annual pre-tax profit to £1.04bn as it regains its position as the UK's second-largest mortgage lender. 22/05/2015 06:55:08
Supermarket lights send 'GPS' data A first-of-its-kind lighting system has been installed at a supermarket that tells an app where shoppers are standing and which way they are facing. 22/05/2015 13:58:00
Is Now The Time To Buy FTSE Laggards Diageo plc, British American Tobacco plc And Associated British Foods plc? This could be a good time to buy quality businesses Diageo plc (LON:DGE), British American Tobacco plc (LON:BATS) and Associated British Foods plc (LON:ABF).




22/05/2015 11:37:39
Warren Buffett's Guide To Making Share Investments Work Do this and losses from shares will disappear, according to Warren Buffett




22/05/2015 11:14:20
3 Insurers Yielding 4% Or More: Direct Line Insurance Group PLC, Amlin PLC And Esure Group PLC Direct Line Insurance Group PLC (LON:DLG), Amlin plc (LON:AML) and Esure Group PLC (LON:ESUR) are three general insurers with attractive valuations and high dividend yields.




22/05/2015 11:08:36
Why Dividends Are Expected To Take Off At Lloyds Banking Group, Cineworld Group plc And Standard Life Plc Royston Wild explains why shareholder rewards are set for lift off at Lloyds Banking Group (LON: LLOY), Cineworld Group plc (LON: CINE) And Standard Life Plc (LON: SL).




22/05/2015 10:41:56
5 Forgotten FTSE 100 Stars: Legal & General Group Plc, National Grid plc, Marks and Spencer Group Plc, Royal Mail PLC & Vodafone Group Plc Harvey Jones shines a light on Legal & General Group Plc (LON: LGEN), National Grid plc (LON: NG), Marks and Spencer Group Plc (LON: MKS), Royal Mail PLC (LON: RMG) and Vodafone Group Plc (LON: VOD.).




22/05/2015 10:36:02
5 Small-Caps With Big Ambitions: Character Group plc, Inland Homes PLC, Tribal Group plc, Victoria PLC & Volex PLC Character Group plc (LON: CCT), Inland Homes PLC (LON: INL), Tribal Group plc (LON:TRB), Victoria PLC (LON: VCP) and Volex PLC (LON:VLX) are all undervalued small-caps.




22/05/2015 09:32:29
Beginners' Portfolio: We're Already Up 30% On Sirius Minerals PLC! With Sirius Minerals PLC (LON: SXX) up 30% and Apple Inc. (NASDAQ: AAPL) doubling, the portfolio is up 50%.




22/05/2015 09:17:45
Why I Would Buy Games Workshop Group PLC And Moss Bros Group plc But Sell Rio Tinto plc Royston Wild analyses the investment case for Games Workshop Group PLC (LON: GAW), Moss Bros Group plc (LON: MOSB) and Rio Tinto plc (LON: RIO).




22/05/2015 08:57:18
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