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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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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Not sure whom you want to pass your pension funds on to when you die? A discretionary trust might help. You are under 75… If you know whom you want to pass your funds on to, and you are under … Continued

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We thought we’d share our latest shirt design with you today; we’ve just signed them off for production.  No, you won’t be seeing these around the office; these special shirts are being produced for an exciting challenge to raise money … Continued

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Your pension funds – their education, their first home In this series of blogs, we’ve been making the case for passing funds to beneficiaries via pension arrangements, as it allows the funds to be passed down the generations tax efficiently. … Continued

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