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News
The latest news and information from the Bloomsbury Financial Planning team.
20/06/2008
Framework for Success - A Mature Approach to Managing Family Wealth
After a nine month review and careful analysis of all the academic research and studies, we've published the 2008 version of our comprehensive Investment Methodology
10/06/2008
Bloomsbury provides podcast to 'Unbiased'
When the largest advice website needed an expert to talk about investment they called in Bloomsbury
08/04/2008
Budget changes boost cash returns for businesses
Changes in the budget make a big difference to the taxation of UK insurance company investment bonds, particularly those used to provide cash deposits, for UK companies.
25/03/2008
Bloomsbury provide comment in The New York Times
Many Americans are being overwhelmed by personal debt as the US economy weakens but, according to the New York Times, Britons are even more profligate, amassing debts of around a record £1.4 trillion, about the same as Britain's gross domestic product.
19/03/2008
DFA Funds see big fall in expenses
Dimensional Fund Advisers, the innovative US fund group whose pure asset class funds we use for some of the asset classes in our portfolios, has published total expenses ratios (TERs) for all their UK and Irish funds for 2007.
27/02/2008
Bloomsbury provide comment at LSE website
With the UK FTSE All Share falling by more than 10% from its 2007 high and global stockmarkets suffering increased volatility, Bloomsbury provide incisive comment on equities at the LSE website.
27/02/2008
Bloomsbury comment on pension tax relief via the-chiefexecutive.com
Is higher rate tax relief going the same way as the Dodo? Bloomsbury advise seizing the moment with pension tax relief.
14/12/2007
Bloomsbury starts contributing to 'The Schmidt Report'
'The Schmidt Report' is a leading tax planning publication which educates and informs thousands of individuals and finance professionals.
10/12/2007
Bloomsbury welcomes new addition to the Wealth Team
Nicole Lamburn joins the Bloomsbury Wealth Team as a Financial Planning Executive effective from January 2008.
10/12/2007
New client reports take shape
The culmination of several months work has seen a complete overhaul and redesign of client communications and reports.
09/11/2007
Chief Executive Officer publication gets Bloomsbury's input
We are pleased to announce that we have started writing articles on financial planning and related matters for www.the-chiefexecutive.com.
10/09/2007
New client reporting and communications system on track for New Year launch
Better reporting, enhanced client communications and improved efficiency are just some of the benefits that clients can look forward to in 2008.
10/09/2007
Pensions Act 2007 heralds changes to State Pension
The Pensions Act 2007 received Royal Assent in July. The Act includes several important changes to the Basic State Pension (BSP) and paves the way for the introduction of the new Personal Account for retirement savings.
18/08/2007
Bloomsbury featured in another Financial Times money makeover
A young lady seeks advice on how best to plan her finances before setting off for a round-the-world trip.
17/07/2007
Dimensional add China to Emerging Markets strategy
Dimensional Fund Advisors (DFA) provide the pure asset class funds that we use to provide exposure to smaller companies, value companies and emerging markets equity exposure in our portfolios. In line with DFA's philosophy of continual improvement they have made an important change to the emerging markets strategy.
17/07/2007
New Bloomsbury article published on private equity
Private equity has been in the news a lot lately. We decided to analyse the facts behind the hype and look at the returns from this asset class compared to index investing.
17/07/2007
New Bloomsbury article published on asset class portfolios
Bloomsbury has been managing it's client portfolios on a pure asset class and index basis since Januray 2004 but does the reality match the theory?
11/06/2007
Bloomsbury featured in latest Financial Times reader makeover
Bloomsbury's Robert Lockie offers sound advice to an executive who is trying to juggle planning for retirement with school fees and paying off his mortgage.
11/06/2007
Global Forecast - Are we there yet?
The Journal of Financial Planning in the USA is the major publication read by US financial planners. In the April edition the journal explored the role of international equity exposure in investor portfolios and how planners from around the world approached the issue.
04/05/2007
Revenue relents on inheritance tax rule
HMRC has confirmed that gifts to children under age 18 will still be treated as potentially exempt transfers.
03/05/2007
Carolyn ties the knot
We are pleased to announce that Bloomsbury's Carolyn Corless has now become Carolyn Gowen, following her marriage to long term partner Eddie.
03/05/2007
Bloomsbury team cover all bases
The ability to give wide ranging and comprehensive financial advice is a hallmark of the Bloomsbury service.
03/05/2007
Taxman wins ruling in case involving nil rate band planning
Inheritance tax planning involving the nil rate band on first death of a married couple and use of an IOU has come under the spotlight recently following a recent ruling by the Special Commissioners in the case of Phizackerley
03/05/2007
Year of the Pension
The recent budget and associated HMRC announcements of changes to the tax system have implications for pension contributions, particularly for basic rate taxpayers, before 6th April 2008.
13/03/2007
Bloomsbury publishes its latest white paper on taking pension benefits
With the number of options for extracting benefits from an approved pension scheme increasing, we have prepared a white paper briefly summarising the current options available to individuals.
13/03/2007
Our latest clients are asking question revealed
Unapproved share options and pension schemes - we answer our clients question relating to the tax implications.
13/03/2007
Bloomsbury partner takes his leave on a high
Campbell Edgar has taken the decision to retire after seven years with Bloomsbury.
14/02/2007
Bloomsbury reviews the latest Barclays Capital Equity Gilt Study
We have now obtained our copy of this year's Barclays Capital Equity Gilt Study, which makes, as always, interesting reading, being written as it is for institutional investors such as large pension funds.
31/01/2007
New research supports Bloomsbury's investment philosophy
Hedge funds, private equity, commercial/buy to let property and commodities have all been touted at various stages over the last few years as the 'hot' things in which to be invested.
23/01/2007
Pension transfer values still poor value for many
After two years of consultation on the issue of how defined benefit pension schemes should calculate transfer values, on 18 January 2007 the Department for Work and Pensions (DWP) announced its proposals, on which legislation is expected to be introduced with effect from April 2008.
23/01/2007
Quarterly portfolio valuations
Consolidated portfolio valuations and performance reports for the period to the end of 31st December 2006 are now available to clients via their secure document locker. To access your valuation, log in via the link on the top right hand side of our website.
22/01/2007
Bloomsbury scoops major award
We are pleased to announce that Bloomsbury has won the 'New Model Adviser of the Year 2007' award - London and the Home Counties region - at the recent Citywire New Model Adviser awards ceremony.
20/01/2007
Bloomsbury featured in latest Financial Times reader makeover
Life can deal some unfortunate cards and even the best planning can be blown off course when illness hits.
12/01/2007
Pre-budget update
Read our short summary on proposals in the recent pre-budget report.
11/01/2007
'Clients are asking' web page updated
We've been busy answering lots of questions about personal finance and this month we really did have to put on our thinking caps.
21/12/2006
Three in one - changes to pension rules
Following the pre-budget report, it's a case of one step forward, two steps back for pensions.
13/12/2006
Bloomsbury sponsors new Financial Times investing guide
We are pleased to announce that the Financial Times has published a new personal finance guide - 'Investing in Index Funds', which is sponsored by Bloomsbury Financial Planning.
12/12/2006
Opportunity for high earners to make tax savings
Read Bloomsbury's comments in the Financial Times on how the new pension rules and other tax breaks have opened up new planning opportunities and potential problems for higher rate income tax payers
12/12/2006
Financial Times investigates the true cost of trail commission
When the Financial Times decided to look at the effect of trail commission in a recent article, they quoted Bloomsbury as a positive example of an advisory firm which puts value and transparency first.
27/11/2006
Bloomsbury Live !
Jason Butler presents some of the concepts and ideas profiled in our newly published wealth masterclass workbook.
21/11/2006
Four steps to financial freedom and a wonderful life
Bloomsbury publishes workbook based on the four steps we teach at our wealth planning masterclasses
20/11/2006
Bloomsbury's latest article focuses on Enterprise Zone Syndicates
Bloomsbury present a number of cogent arguments as to why choosing to buy property via an Enterprise Zone Syndicate (ESV) makes sound financial sense.
18/11/2006
Can you beat the 'poor value' annuities?
The Guardian asks Bloomsbury's Jason Butler to comment on a new type of annuity.
02/11/2006
Doubling up pension contributions to increase tax relief
Financial Times Money quotes Bloomsbury on pension tax loophole.
01/11/2006
Telegraph features Bloomsbury's success at awards
Following the team's convincing success at the recent Money Management 2006 Financial Planner of the Year Awards, The Daily Telegraph newspaper did an article about Carolyn Corless winning the overall award.
31/10/2006
Double exam success for Bloomsbury team
Bloomsbury is pleased to announce that two members of the team have recently attained further technical financial planning qualifications.
18/10/2006
Bloomsbury sweeps the board at top finance awards
The Money Management Financial Planner of the Year awards dinner, recognised as the personal finance sector's 'Oscars', was once again held at The Dorchester in London on 12th October. All the leading names in the financial planning profession gathered to see three members of the Bloomsbury wealth team walk away with top awards.
17/10/2006
Bloomsbury publishes two new articles
Bloomsbury's latest articles offer an insight into the emotions traditionally associated with investing plus a cautionary tale of financial history ........... and whether any lessons have been learned.
16/10/2006
Quarterly portfolio valuations
Consolidated portfolio valuations and performance reports for the period to the end of 30th September will be available to clients via their secure document locker on Monday 23rd October. To access your valuation, log in via the link on the top right hand side of our website
10/10/2006
Plan to buy time for music and wine
Latest FT financial makeover on financial independence features Bloomsbury's Carolyn Corless
05/09/2006
Breakfast with Bloomsbury
Bloomsbury's Campbell Edgar makes Sunday breakfast appearances on BBC News broadcasts
04/09/2006
How to get into exchange-traded funds
Bloomsbury provide the answer in FT Readers' Questions
04/09/2006
Bloomsbury in running for top awards
Each year Money Management magazine (part of the Financial Times Group) hosts the prestigious Financial Planner of the Year Awards. This year the awards, which are viewed as the 'Oscars' of the financial planning world, will be held at the Dorchester Hotel, Park Lane on Thursday 12th October 2006.
26/08/2006
A conservationist approach to wealth
Bloomsbury feature in latest FT financial makeover
12/08/2006
Fixing a fair fee for finance advice
Bloomsbury one of a new breed of firms of the future............
18/07/2006
Pure asset class portfolios
Bloomsbury reflect on two years of asset class portfolios
18/07/2006
Quarterly portfolio valuations
Consolidated portfolio valuations and performance reports for the period to the end of 30th June are now available to clients via their secure document locker. To access your valuation, log in via the link on the top right hand side of our website.
17/07/2006
Exam success for Bloomsbury planner
We are pleased to announce that Jason Butler has been successful in attaining the full Investment Management Certificate (IMC).
30/06/2006
Spotlight fails to increase transparency
A growing number of holders of with-profits policies with Standard Life are looking to cash them in now they have qualified to receive demutualisation windfalls averaging £1,540.......see what Bloomsbury's Jason Butler has to say
26/06/2006
No match between income and spend
Financial Times Published: June 23 2006 - Megan Williams is a 55-year-old mother of two adult children whose financial worries stem from being asset rich and cash poor. Megan, who is divorced, has assets worth £1.3m, including the £800,000 family home, two flats worth £270,000 and a £200,000 equity portfolio.
15/06/2006
Chancellor U-turns on trusts
Gordon Brown has has amended the controversial proposals announced in the budget for the reform of trust tax.
16/05/2006
Bloomsbury featured in recent Financial Times makeover
Read the latest Financial Times reader financial makeover featuring comments and observations from Bloomsbury's Campbell Edgar. Follow the links for the
06/04/2006
Budget suprises in the small print
Certain trusts will be hit by new rules announced in the budget.
31/03/2006
Double exam success for Bloomsbury
With the new rules relating to A - Day now operative, advisers need to prove they know their stuff
01/03/2006
Jason Butler speaks at City think tank
The Centre for the Study of Financial Innovation recently asked Jason Butler to address a round table discussion of senior decision makers on the implications of the new pension simplification rules known as A-Day
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