Author Archives: cockburnadmin

Brexit: the deed is done, now what?

Keeping calm to carry on – what’s next after the referendum The outcome of the Referendum confounded the predictions of the opinion polls, the bookies and the markets. All three ended the working day on 23 June with the assumption … Continue reading

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In or Out the view from Moorgate Street

When trying to analyse the potential consequences of Brexit, it is necessary to make a number of assumptions. Our principal long-term assumption is that the main implications for the UK will be political and not economic. This is based on … Continue reading

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FINALIST – Wealth Manager of the Year

We are delighted to announce that we have recently been shortlisted for the Wealth Manager of the Year Awardfor the 2015 Growth Investor Awards. The Growth Investor Awards recognises impact beyond investment in the UK fund management industry and our … Continue reading

Posted in Featured News, Information, Latest News

Why it pays to consolidate. Keep your finances under one umbrella and save

‘Consolidation.’ It may sound like one of the least exciting words in the English language. Combine it with ‘retirement and inheritance planning’ and we might just have a tie! But stay with us and I promise it’ll be worth your … Continue reading

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What Will You Do With Your Pension?

Retired or age 55 ? From April 6th you can now get your hands on your pension pot drawing it down as a lumpsum or converting an existing annuity into cash. What are you planning? Happy New Tax Year! As … Continue reading

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1.7 million Brits face surprise pension tax bill

The new pension freedoms have now become reality, new research from YouGov and wealth manager Old Mutual Wealth reveals that one in every ten people (9%) who will have access to their entire pension savings from next week don’t know … Continue reading

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New Model Army: Introducing our new Discretionary Portfolio Service

We are pleased to announce that we are now offering access to the Morningstar Managed Portfolios Service, a discretionary funds management service, exclusive to clients of Cockburn Lucas. The Morningstar Managed Portfolios Service is provided by Morningstar Investment Management Europe … Continue reading

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Act now! End of the tax year is just around the corner

We may only be in February but the tax year end is just over a month away on 05th April. Whilst it may still seem like you have plenty of time, it is never too early to start getting your … Continue reading

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5 Steps to Kickstart Your Portfolio

Many of the basic rules of investing are counterintuitive. For example, rising interest rates may be good news for those shopping for short-term savings vehicles, but they’re generally bad for bond funds. And here’s another: The lazy investor is often … Continue reading

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5 New Year Financial Planning Resolutions

It’s that time of the year again, when we draw a line under the successes and failures of the past year and shift our thoughts towards ideas of eating mor healthily, exercising more and perhaps doing something more altruistic over … Continue reading

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