Wealth management

/Wealth management

Budget speculation: Threat to tax relief on pension contributions

We are only a couple of weeks away from the Autumn Budget, due on the 29 October 2018, and media reports have suggested the lifetime and annual caps on tax-free pension contributions could be reduced. Pension tax relief is a common topic in pre-budget speculation, although this time the speculation is based on Philip Hammond [...]

Why Choose Provisio for Portfolio Management

There are many different methodologies that can be applied to running an investment portfolio. Historically this has usually meant handing your funds over to a Discretionary Investment Manager or Stockbroker and relying on them to ensure that your funds are invested in the correct stocks and bonds for the prevailing markets. In reality this approach [...]

How are your finances shaping up?

Our recent advertisement on the screens at the David Lloyd fitness centre in Cambridge has got me thinking about where our priorities lie when it comes to paying for things in life. In a recent article in the Telegraph it was suggested that the cost of membership to a high end Health Club like David [...]

Retirement income – breaking the habit of a lifetime

Pensions and retirement income are synonymous with one another. The first thing most clients will think about when considering their income in retirement will be their pension. But with the new pension freedoms it isn't necessarily the first place they should turn to when deciding where to draw their retirement income from. The familiar scenario of [...]