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News & Opinion

The impact of the US interest rate rises

Paul Abberley, Charles Stanley CEO comments on the recent Federal Reserve US interest rate rise.

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Charles Stanley Birmingham’s Prithpal Saimbi elected President of the Birmingham Insurance Institute

Charles Stanley is pleased to announce Senior Private Client Paraplanner Prithpal Saimbi has been successfully elected President of the Birmingham Insurance Institute.

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Success for Charles Stanley Birmingham in the Sydney Mitchell Charity Quiz!

Charles Stanley Birmingham win the Sydney Mitchell Charity Quiz and help raise over £2000 for Local Charities

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Download the Charles Stanley 2016 Budget Summary

We have pleasure in enclosing our summary of the key announcements in the 2016 Spring Budget statement. We hope you will find it useful and interesting.

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Six Defaqto Five-Star Ratings, again!

Charles Stanley has again received a fantastic six Defaqto 5 Star Ratings across the following services: Bespoke Discretionary Management, DFM Model Portfolio Services, Collectives Portfolio Service (both on and off platform), the PanDynamic and PanAsset Model Portfolios.

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Dividends - start planning for April now!

Tim Venner from Charles Stanley interviewed Simon Littlejohns, Tax Partner at leading West Midlands accountancy firm Friend Partnership Ltd about the forthcoming changes to the new dividend Tax policy being introduced from April 2016.

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Will the pension lifetime allowance changes affect you?

Rob Morgan looks at the impact of the pension lifetime allowance changes, which come into effect on April 6th?

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Coming soon: Restrictions on pension contributions for higher earners

Higher earners are set to face new restrictions on how much they invest in pensions and claim tax relief on. For some the annual pension contribution allowance falls to as little as £10,000 a year as Rob Morgan explains.

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Christmas Drinks Reception

An invitation to a pre-Christmas celebration with the local Directors and Staff of Charles Stanley Birmingham - join us for a great networking opportunity and a chance to meet old friends and new.

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Discretionary Trusts – 10 Year Periodic Charges

Nigel Goodhand, one of our Chartered Financial Planners in the Birmingham Office of Charles Stanley, reviews the Principal and Proportionate Charges for Discretionary Trusts.

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New Inheritance Tax Savings

Nigel Goodhand, one of our Chartered Financial Planners in the Birmingham Office of Charles Stanley, takes a look forward to April 2017 and the new inheritance tax rules.

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SIPP News - September 2015

You need to read this! Please find a summary of the Governement's changes and proposed changes to pension tax rules announced in the Summer Budget of 8th July 2015.

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