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Newsletters

Spring 2012

24/02/2012

Posted in: Newsletters

  • The tax year-end approaches
  • The pensions revolution continues
  • Investing for growth
  • Autumn Statement surprises
  • Protection in changeable conditions
  • Company car tax changes
  • Daring to say the B word

Winter 2011

01/12/2011

Posted in: Newsletters

  • How low can you go?
  • What risk means to you
  • Annuity rates continue to shrink
  • Getting ready for 1 October 2012
  • Will you live to be 100?
  • The Junior ISA arrives
  • Swiss tax agreement to catch evaders

Autumn 2011

27/09/2011

Posted in: Newsletters

  • Investing in the future
  • Pension planning for 2012/13
  • Securing your income
  • Foreign FTSE 100
  • A Saturday year-end?
  • Nearing NEST
  • A new KIID on the block
  • Paying to learn

Summer 2011

13/07/2011

Posted in: Newsletters

  • Spring Budget changes to the fore
  • Don't waste the personal allowance
  • Could you live on £140 a week?
  • Be alert to inflation changes
  • An ISA is not just for March
  • Protection insurance changes on the way
  • Test-Achats ECJ decision bites

Spring 2011

20/04/2011

Posted in: Newsletters

In this issue:

  • What's around the corner?
  • The commodities investment option
  • 65, 66, 67, 68 ...
  • New flexibility in drawing pension benefits
  • Your money or your life protection?
  • Car wars: company vehicles are getting pricier
  • 2012: NEST - welcome changes to auto-enrolment

Winter 2010

31/01/2011

Posted in: Newsletters

In this edition:

  • Navigating the corporate year-end
  • Could your family take the knocks?
  • No Pre-Budget Report, but...
  • UK economy -still in recovery
  • How low can you go?
  • All wrapped up
  • The Pay As You Earn mess

Autumn 2010

05/07/2010

Posted in: Newsletters

In this edition:

  • The Emergency Budget
  • Anyone for some income?
  • Good things in small packages?
  • Socially responsible investment
  • A bad year for trustees
  • Battle of the indices: CPI vs RPI
  • No more annuities!

Summer 2010

05/05/2010

Posted in: Newsletters

In this edition:

  • Many Spring Budget changes survive into law
  • Looking beyond the pound
  • Tax planning implications of retiring abroad
  • New investment opportunities
  • The grey plastic package

"We will have no hesitation in recommending the services of Citimark in their capacity of corporate financial advisers"

Adrian Jones - Financial Director of New Earth Group

"Citimark have carried out a complete restructure of our pension arrangements and are starting to establish themselves as my primary financial advisers. They have made a good start to overseeing my financial affairs"

Robert Hampson - Retired Entrepreneur