Latest News <br />& Views

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Latest News
& Views

Keep up-to-date with all the latest news about what’s happening at Principal & Prosper, as well as links to the latest news from the financial services world.

Principal & Prosper Become New Main Club Sponsor of Edinburgh Rugby

One of the UK's largest Chartered Independent Financial Advisors, Principal & Prosper, were today unveiled as the new Main Club Sponsor of Edinburgh Rugby.

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“It’s an exciting time for Edinburgh Rugby and it’s an exciting time for our business" - Chris Purves

Quarterly Market Commentary Q2

It is important that we keep our clients informed to what is happening in the world and how this may or may not effect their own individual portfolios. We think that our Quarterly Market Commentary does just that. It lets our clients read about certain events that affect the markets around the world and how these in turn affect the funds we as a company are invested in.

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"Price is what you pay. Value is what you get.” - Warren Buffett

Principal & Prosper Proud to Support Edinburgh Rugby

Edinburgh Rugby and Scotland back Greig Tonks was on hand today, alongside the capital club’s Managing Director Jonny Petrie, to welcome independent Chartered Financial Advisers…

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Chris Purves, Managing Director of Principal & Prosper, said: “We are proud to be supporting Edinburgh Rugby.

Osborne’s Big Budget

The Budget on 8th July was lauded as radical in some quarters but when you look at the detail, I don’t think that it was really much of a surprise writes Darren Scoon. Osborne confirmed a few things that we already knew…

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"Inheritance Tax: probably grabbed the main headlines with the Government introducing a new…"

Darren Scoon (Strategic Business Manager)

Death and Benefits?

Most people aren’t that comfortable talking about death, which is understandable. However we need to talk to you about it. The changes in April to pension’s legislation introduced amongst other things changes to the way benefits are taxed on death. The new legislation now allows…

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"The new legislation now allows individuals to nominate named beneficiaries…"

Stewart Siegel (Director)

Greece finally does a deal but so what?

Greece has been the headline story on the news for a number of weeks and a new economic deal has finally been agreed but so what. Other than a fairly attractive tourist destination most people aren’t really affected by the Greek situation, or are they asks Mark Owen, Investment Analyst.

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"The P&P portfolio allocation is driven by valuation, economic fundamentals and the impact on portfolio risk…"

Mark Owen (Investment Analyst)

Cyber Fraud

In a change from our normal communications we wanted to highlight how Cyber Fraud continues to rise with it now costing the UK economy over £27 billion per year, according to government reports. We continue to be prudent…

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"Cyber Fraud costs the UK economy over £27 billion per year."

Darren Scoon (Strategic Business Manager)

Calendars and Tripods

April saw the biggest, and by far the most popular, changes to pensions ever. Any requirement to buy an annuity – hugely disliked due to the poor levels of income they offer – has been abolished with savers now free to do whatever they like with their pension pots after the age of 55. But to take full advantage of the changes…

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"A 10-point action plan, is in my opinion, 7 points too many."

Darren Scoon (Strategic Business Manager)

The oil price…what is happening?

The price of oil suffered an abrupt and dramatic fall in the second half of 2014. US Crude oil fell from $110 per barrel (p/b) to just under $50 p/b, a decline of greater than 50%. No one foresaw this rapid decline in the world’s most valuable and important commodity. We will discuss what factors led to the dramatic fall…

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"The P&P portfolios are positioned to benefit from improving global economic growth…"

Mark Owen (Investment Analyst)

Citywire: Financial News Feed

Interactive Investor buys Alliance Trust Savings

Interactive Investor pays £40 million for Alliance Trust Savings, ending months of speculation over the future of the business.

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M&G to suspend 21 funds over £34bn Brexit switch

M&G will suspend 21 of its funds as it moves £34 billion of assets from the UK to Luxembourg as part of Brexit planning.

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Banks and miners drive record UK dividends

Bigger payouts from banks and miners helped UK dividends reach £31.6 billion in third quarter of this year, a new record.

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Landmark ruling raises pensions death tax risk

Court of Appeal ruling could shape the inheritance tax treatment of pension transfers.

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AJ Bell assets jump to £46bn as flotation nears

Online stockbroker reports near-50% jump in retail customers over the past 12 months.

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4 shares the pros are buying and selling

Our regular roundup of trades by professional investors, featuring Tax Systems, Parity Group, Sanne and McBride.

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