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Danby Bloch
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Danby Bloch: Lessons from 30 years in tax planning

Financial advisers often need to plan for 30-year periods. Indeed, lives divide into roughly 30-year intervals: in the first 30 years, many people find they are either financially dependent or saving very little, then there is usually about 30 years’ worth of saving from their 30s to 60s, followed by about 30 years of retirement […]

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Perspective eyes acquisitions following refinancing deal

National advice firm Perspective Financial is eyeing further acquisitions after securing £10.1m in refinancing with Natwest. The deal will support both organic growth as well as acquisitions, the group says. Executive chairman Paul Hogarth says: “This refinance provides the funding for us to grow acquisitively and provides the platform to further accelerate the organic growth […]

How to help clients make retirement income last

The shackles have been off defined contribution pension pots for just over a year but in embracing the new freedoms people have to take more responsibility in managing their retirement income. The ability to access pension pots earlier, from age 55, has a potential impact on how much income can be taken in later years, […]

Mark Page: “A good time to be a European fund manager”

With European markets picking up in early 2015, Mark Page, Artemis European Opportunities Fund manager, discusses the ‘macro’ drivers and whether the improvements are sustainable. Largely driven by economic stimulus by the European Central Bank, European stockmarkets have performed strongly so far in 2015. Mark discusses the relative merits and sustainability of ECB policy with […]

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