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- published 18/08/2010 - Can tax increases have a good side?
18th August 2010
Compulsory annuitisation extended to age 77 from today. The rules will change to remove compulsory annuitisation completely from 6th April 2011 - more to follow.
3rd August 2010
Daily Telegraph finds out that UK fund managers are expensive, in shock sensation!
2nd August 2010
Navigator's take on the recent Budget statement and how it will affect businesses and individuals.
14th May 2010
A cartoon from the incomparable Steve Bee on how inflation can REALLY damage your pension.
26th April 2010
Words of financial wisdom from Warren Buffett.
24th April 2010
One of our major partners, Dimensional Fund Advisers, gets a write-up in the Financial Times.
16th April 2010
If you are in a final salary pension scheme and earn more than £130,000, you stand to lose quite a lot of extra Income Tax because of changes to the way in which pensions are taxed. Have a look here at the effect the changes have on Civil Servants, but the principle is the same for any final salary pension - NHS, teachers, or large private sector schemes.
1st April 2010
Here's a great cartoon that explains the very beginnings of pensions in the UK. Although published on April 1st, this is absolutely factual!
23rd February 2010
An excellent (if somewhat technical) article in the FT on the reasons why active fund managers find it hard to beat their benchmarks.
16th February 2010
A very, very simple explanation of why it is essential to start early if one wants a decent income in retirement. I wish I had thought of this first!
20th January 2010
Financial services distribution in the UK is changing - here's how.
12th January 2010
Article by David Crozier on Personal Injury trusts published in STEP Journal.
6th November 2009
New questionnaires on estate planning now available.
1st October 2009
Navigator article on investment statistics published in Accountancy Ireland.
4th September 2009
IFP launches DIY Guide to Financial Planning.
24th August 2009
HMRC launches new Guide to Retirement.
30th July 2009
DC & Navigator published in Money Management.
10th June 2009
Here's a great blog on how to get things done. If you see this after 15th June 2009, click the link and scroll down to the entry for June 8th.
26th May 2009
Active fund manager comes over from the dark side - article.
1st May 2009
Read David's guest blog on Index Universe
24th April 2009
Watch with a wry chuckle as The Daily Show tears CNBC's business and market analysis to shreds.
24th March 2009
After a downturn (bear market) stockmarkets can cometimes recover very quickly indeed (bull market)
12th February 2009
Navigator in the news
8th January 2009
The Bank of England base rate has been cut further to 1.5%, its lowest level ever since formation of the Bank in 1694.
7th January 2009
Navigator is shortlisted for major award by Professional Adviser magazine. Click for further details.
4th December 2008
The Bank of England base rate has been cut by a further 1%, to its lowest level since 1951.
6th November 2008
The Monetary Policy Committee has surpised all commentators by cutting the Bank of England base rate by 1.5%, to its lowest level since 1955. Click for further comment.
21st October 2008
Navigator is proud to sponsor Kilkeel High School's 1st XI at the All-Ireland Schools Hockey Tournament.
17th October 2008
Some words of wisdom from the world's richest man...
3rd October 2008
Bank deposits guarantee limit raised to £50,000.
24th September 2008
Navigator Financial Planning in the news.
21st September 2008
BBC report - NI investors rely too much on property and should diversify into other investments.
24th September 2008
Navigator Financial Planning in the news.
21st September 2008
BBC report - NI investors rely too much on property and should diversify into other investments.
It is at times like this banking & insurance crisis that one realises the full value of diversifying ones investments, not just among different shares but among different asset classes. Here's what happens when the experts get it horribly wrong.
12 September 2008
Navigator Financial Planning in the news.
9 September 2008
Navigator Financial Planning in the news.
2nd September 2008
The Chancellor has announced that Stamp Duty will not apply to house purchases up to £175,000. Click for further details.
20th August 2008
This interesting piece in the New York Times confirms that very few fund managers beat the market through anything other than luck. And given that costs and turnover are higher in the UK than in the US, the likelihood of ANY UK fund manager coming out on top must be remote in the extreme!
7th August 2008
The Bank of England Monetary Policy Committee has, again, decided to hold interest rates at 5%.
28th July 2008
Navigator Financial Planning in the news.
27th May 2008
This Daily Telegraph article reinforces one or two of the messages we have propounded for years, notably, "We know we should buy low and sell high, and yet invariably we do exactly the opposite."
April 2008
McClean court case decides that Inheritance Tax must be paid on the development value of agricultural land. Full judgement here.
January 2008
Not made a will yet? Intestacy rules increase the amount left to surviving spouse for the first time since 1955. Click here for full details of what happens to those dying without making a will (intestate) in Northern Ireland.
