Monthly Archives: March 2014

Budget Round-Up

Following yesterday’s Budget, during which Chancellor of the Exchequer George Osborne announced some major changes, we have summarised the main changes as follows:  PERSONAL TAX * Personal tax allowance to be raised to £10,500 next year; £800 average savings * Higher … Continue reading

Posted in Cockburn Mailing List, Featured News, Latest News

Funding a decent income in retirement

Whenever you start thinking about retirement planning, it is worth beginning by working out how much income you believe you will need. Generally, few people need as much income in retirement as they did when they were working as the … Continue reading

Posted in Featured News, Latest News

End of the Tax Year quickly approaching

Investors – you have less than a month to get your financial house in order. April 5 is the end of the 2013/14 tax year, and signals the end to this year’s use it or lose it tax allowances. Have … Continue reading

Posted in Cockburn Mailing List, Featured News, Latest News

Russia-Ukraine viewpoint from our investment partners

With the on-going economic and political turmoil between Russia and Ukraine, we understand that you may be concerned about how this may affect the financial markets. Our investment partners at Investec have given their viewpoint on the current situation in … Continue reading

Posted in Cockburn Mailing List, Featured News, Latest News

Cazenove fund name changes

Following Schroder’s recent acquisition of Cazenove Capital Management, we can confirm that the final fund integration is now nearing completion. Effective from 24th March 2014, Cazenove’s retail funds will combine with Schroder’s administration platform, meaning the fund names will change … Continue reading

Posted in Cockburn Mailing List, Featured News, Latest News