Insights

Welcome to the Towry blog. Our aim is to provide the best possible service to clients. We achieve this by working as a team, using our wealth advisers, wealth planning and technical financial planning experts, as well as our specialist investment management team. You can read the thoughts of some of our experts in our blog or contact us for more information.

  • Where now for pensions?

    By Andrew James, Head of Retirement Planning

    My initial view was that Brexit would not have any great effect on UK pension rules as the new flexibilities were already in place and the trend towards using some form of ISA as the main retirement funding vehicle rather than a pension looked pretty clear.

  • Brexit – the UK chooses to leave the EU

    By Andrew Wilson, Head of Investments

    The long-awaited decision has been made. After months of intense campaigning, the UK voters have gone to the polls to decide on the nation’s future in Europe. With 52% of the vote, the electorate has chosen to leave the EU.

  • Investment management services at Towry

    By Pela Strataki, Investment Manager

    Q. What is your role at Towry? My job, along with Towry’s other Investment Managers, is to find the most suitable funds for our client portfolios. There are thousands of funds available across the…

  • Navigating uncertain financial markets

    By Robert Blinkhorn, Investment Manager

    Market volatility can be unsettling. but we are well placed to sustain the performance of investments during volatile times. That’s because our investment services work within a controlled level of…

  • Reasons why you shouldn’t discount annuities for your pension

    By Andrew James, Head of Retirement Planning

    More retirees are turning to drawdown instead of annuities to fund their retirement With the advent of pension freedoms following the Chancellor’s surprise announcements in the 2014 Budget, the…

  • Overview of the Lifetime ISA – is it better than a pension?

    By Ian Dyall, Head of Estate Planning

    In the recent budget, George Osborne announced that from April 2017 a new option for younger people wishing to save for the longer term – the Lifetime ISA.  A Lifetime ISA can only be opened by…

  • Tax planning: what is your plan?

    By Ian Dyall, Head of Estate Planning

    The furore surrounding the tax arrangements of high-profile individuals has prompted many debates about some of the thorniest issues surrounding tax. However, what must not be lost amongst this…

  • Choosing between the lifetime ISA or sticking with your pension

    By Andrew James, Head of Retirement Planning

    It will be a while before the new lifetime ISA comes into being but as retirement planning is a long term plan it is worth considering sooner rather than later as to which is best for you. In looking…

  • Family enjoying drinks on a sunny beach

    Taking advantage of the increased annual ISA allowance for 2017

    By Andrew James, Head of Retirement Planning

    George Osborne’s latest Budget had a distinct theme of ‘putting the next generation first’. From a savings perspective, the big announcement concerned the introduction of a new flexible Lifetime ISA…

Disclaimer

The information on this website is not intended to be, and should not be construed as investment advice. Whilst considerable care has been taken to ensure the information contained within the commentaries and articles is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The opinions expressed are made in good faith, but are subject to change without notice.