On 12 September, weather permitting, the Carbon Social Cycle Club will make its annual pilgrimage to the west coast to take on The Five Ferries.   If you would like to attend, please get in touch with Richard or Stephen, … Continued

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We are delighted to announce that Carbon Financial Partners has been shortlisted for the second year running for the Institute of Financial Planning’s “Recognising Excellence” award.   The “Recognising Excellence” award is among the most prestigious of those issued each … Continued

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Personal Injury (PI) Trust work is both challenging and rewarding. The circumstances are often harrowing, the people involved may have little experience of large sums of money and the importance of getting the numbers right is critical. The reward comes … Continued

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The recent Summer Budget threw up some attention-grabbing headlines, however, as Carbon’s Investment Director, Barry O’Neill, highlights, it is worth paying particular attention to the small print. Barry’s observations relate to the £1million inheritance tax allowance which was heralded in … Continued

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It certainly has been a busy few days for sport: the culmination of The Open Championship at St Andrews on Monday, the Davis Cup success at Queen’s Club over the weekend, the cricket at Lords, and the Tour de France, all … Continued

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When do you want to retire?  Or when do you want to be able to walk away from the ‘big’ job to follow a passion, set up your own business, or just look after the grandkids? This week golfer Tom … Continued

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16th July 2015

Fama and French Q&A

Risk and reward are inextricably linked. Decades of financial research provides insight into these risks. A scientific model developed by world-renowned financial economists Eugene Fama and Ken French shows that some risks are worth taking; others are not. In this interesting Q&A … Continued

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The third Carbon Social Cycle Club ride of the year, on the morning of 1 August, heads to Perthshire for a fantastic 60 mile route which while challenging at times takes in some amazing scenery. We might even get some … Continued

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9th July 2015

Summer Budget

Individuals will shortly be able to pass up to £1m to their children or grandchildren on death, without paying inheritance tax, saving up to £140,000. To achieve this, the Government will introduce an additional allowance of up to £175,000 per … Continued

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In today’s Press & Journal, Carbon’s Investment Director, Barry O’Neill highlights the perils of active fund management. In this illuminating article, Barry cites some revealing research which goes some way to explaining why active fund management is so risky and … Continued

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