27th February 2012

Q&A, Press & Journal

Read Investment Director, Barry O’Neill’s, latest contribution to Aberdeen’s Press & Journal’s Financial Q&A section. Read More >

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Carbon’s Pensions Director, Hazel Brown, provides her top tips for minimising the impact of Quantitative Easing in her latest article for Aberdeen’s Press & Journal. Read More >

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Carbon’s Managing Director, Gordon Wilson, explains why the Bank of England’s latest measure of Quantitative Easing (QE) could have a negative impact on retirement funding. Read More >

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14th February 2012

reducing the cost of investing

Q. When does the word “total” not mean “total”? A. When used by the fund management industry in the term “Total Expense Ratio” (TER). As an investor in a fund you might reasonably expect the TER to express the entire … Continued

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14th February 2012

Income tax planning

Tax planning for higher earners should be a year round discipline rather than making hasty decisions to beat impending deadlines. An effective rate of income tax of 60% was introduced from the start of the 2010/11 tax year as a … Continued

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The annual amount individuals can invest in pensions and attract tax relief was sharply reduced, in April 2011, from £255,000 to £50,000. However, to help combat this reduction, we are now allowed go back a maximum of three tax years … Continued

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14th February 2012

Q&A, The Courier

Carbon Investment Director, Barry O’Neill, takes part in a Personal Finance Q&A session for the Courier. Read More >

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Carbon Financial Planner, Amanda Wilson, is quoted in this informative piece discussing the many merits of corporate charitable donations. Read More >

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