RobMac is delighted that Lisa Davies has been nominated for the Women in Financial Advice Awards 2019. This nomination is in recognition of all the hard work Lisa has put in with our clients and a recognition of the financial advice she has given. These awards are not about men versus women or whether a … Continue reading “Women in Financial Advice Awards 2019”
There are lots of things to consider if you want to maximise your tax year end pension allowances. Here’s a checklist to help you when you’re reviewing pensions and the tax year end. The current allowance is £40,000 and there will be no changes to this for the next tax year. The tapered and money … Continue reading “Pensions and the Tax Year End”
I recently attended a seminar run by investment managers Quilter Cheviot where they shared some of the lessons they have learned from 240 years of investing. Here are some of the key take-aways that I enjoyed. With so much uncertainty in the world that’s impacting financial markets, it’s important to keep your emotions in check. … Continue reading “Run, fight, freeze……human behaviour and rational investing”
More and more of the high street lenders are now offering a Retirement Interest Only mortgage, which means that RobMac can now offer an even greater choice. Here’s an article explaining how they work: https://www.thisismoney.co.uk/money/mortgageshome/article-6460319/Could-retirement-mortgage-help-stay-home.html
Alison Mitchell, mortgage advisor specialist at RobMac, says that due to the changing demographic in the UK with people living for much longer, then this is driving innovation and there are new products becoming available all the time: “This market will become more and more important as more pensioners find themselves with no means to … Continue reading “New Mortgage products as a result of people living longer”
15 years ago I was lucky enough to visit the Geneva offices of Pictet Asset Management one of Europe’s most forward thinking investment companies… here I was introduced to the concept of sustainable investments and the idea of global meagatrends. Since then RobMac has always considered the concept of sustainability and good corporate governance … Continue reading “Swiss Intelligence”
High earners in the UK need to prepare for a raid as Chancellor Phillip Hammond is reportedly sharpening his knives to cut tax relief on contributions in the upcoming Budget. The Mail on Sunday reports that an unnamed senior government source said Hammond had identified some £38bn in pension tax relief as “one of the … Continue reading “Top earners’ pensions targeted in the next UK budget”
RobMac is delighted to continue their support of Stewarts Melville Rugby Club for a third consecutive year. Andrew Hannay, managing director of RobMac said “RobMac has had a long association with the club and is pleased that it can now offer some financial support to club rugby in Scotland and StewMel in particular. … Continue reading “RobMac continues their sponsorship of Stewarts Melville Rugby Club”
Hear the story of a privately owned Edinburgh-based company which is fuelling innovation by focusing on technology and a dynamic workforce by clicking here. Words by Heather Connon of Baillie Gifford Trust Magazine
Jeff Lewis and Andrew Hannay, New Model Adviser® cover stars in 2011, are still keen golfers and are managing to keep their handicaps to a minimum. But the Robson Macintosh & Company (RobMac) directors have a markedly different attitude to income and assets under management: both have soared over the past five years. to continue … Continue reading “Robmac profits from pension freedoms – Citywire magazine special by Ian Horne”
