News

Deal with Westminster firm Hamilton in tie-up with wealth manager Terry Murden, Editor | April 10, 2017 Andrew Hamilton, founder of Edinburgh wealth manager Hamilton Financial, has forged an informal partnership with Westminster-based investment and wealth planning firm Thomson Tyndall. The two companies will continue to operate independently but will offer shared services across their   Read More …

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Introduction I am a self-confessed political junkie, so I enjoyed watching Philip Hammond deliver his first Budget.  There is something rather winning about his delivery; he is mostly deadpan which means that when he cracks a joke, it is surprisingly funny.  He was in playful form with jokes aplenty at the expense of the Labour   Read More …

Categories: Articles, News

Minutes from the Hamilton Financial Advisory Board meeting, held 30th August 2016. We are very fortunate to have our Investment Advisory Board. Here are the minutes of our meeting on the 30th of August. Whilst the Board does not give specific investment advice, their knowledge, experience and encouragement is invaluable. I hope you enjoy their latest   Read More …

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Max Ward‘s Independent Investment trust has enjoyed a fine run as the five year graph shows. He has described himself as an “ageing gun slinger” who has rediscovered his nerve. His trust is currently a keen supporter of UK house builders, such as Persimmon. His trust has also benefitted from subscribing to some Initial Public   Read More …

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From 6th April 2016, the Capital Gains Tax (CGT) rate on capital gains  drops from 28% to 20% (for total taxable income and gains over £32,000 per annum). Some of you will have investment portfolios containing substantial unrealised capital gains and an income ‘tap’ which you can turn on and off as you please; for example,   Read More …

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Since 5th August 2013, you have been able to hold shares listed on the Alternative Investment Market (AIM) in your ISA portfolio. So here’s a fantastic way of saving Inheritance Tax (IHT). Simply sell the quoted investments you hold in your ISA (no Capital Gains Tax will be payable), re-invest in an AIM portfolio and   Read More …

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  Absolute Return Funds – are they absolutely necessary? In the last few years Absolute Return Funds have become popular with cautious investors, characterised as they are by the ‘promise’ of positive returns regardless of market fluctuations. So what is an Absolute Return Fund? An Absolute Return Fund is an investment vehicle which seeks to   Read More …

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  Issue Number 11 of the minutes of the Hamilton Financial Investment Advisory Board Thursday 5th November 2015 The panel on that day comprised:- Alex Hammond-Chambers (AHC), Chairman of Hampden & Co, Bankers & others. Keith Falconer (KF) of Impax Asset Management and others Charles Heenan (CH) of Kennox Asset Management Robert Hunter (RH) of   Read More …

We are pleased to present our latest News from the Mews, which you can view by clicking here. What is the point of an Independent Financial Advisor (IFA)?; Four reasons to choose Hamilton Financial; Scottish Politics; Book Tips; Junior ISAs, a waste of rations?; Should you empty your pension pot?; Career transition.

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Following the closure of the News of the World for illegal phone hacking, it is now the turn of the Mirror – a paper previously edited by the odious Piers Morgan – to squirm. It transpires that the vulnerable retired English international footballer, Paul Gascoigne, was hacked by the Mirror for over 10 years –   Read More …

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