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Resources Library

We have provided a wealth of information and some interactive tools on this site to help both experienced investors and those new to investing to gain a strategic advantage in the capital markets. Feel free to use them as unlike many sites we have no password and no subscription fee.

Please click on the following item to open.

HMRC Pensioners tax leaflet

HMRC has produced a leaflet designed to address a possible lack of basic understanding among some new pensioners about how the tax system applies to their pension.

ISA allowance increasing from £7,200 to £10,200

New and existing clients can take advantage of this opportunity. Investors born on or before 5 April 1960 can subscribe the increased allowance from 6 October 2009; from 6 April 2010 the higher allowance will be available to all ISA investors aged 18 or over, Contact the office with any questions 01793 771093  or email admin@Lexingtonuk.com

 

The Carbon Trust offer Interest Free loans to give you the opportunity to both modernise your business and reduce overheads, with your loan repayments comfortably covered by your estimated energy savings.

New - Autum 2008 newsletter

Market History - Bulls & Bears

Summer 2008 newsletter

2008/09 Tax Tables with post budget amendments

Dimensional Fund Advisors article in the Times

Spring 2008 newsletter

Winter 2007 newsletter

Dimensional Fund Advisors article in the Financial Times

(Link to FT site: Dimensional Fund Advisors featured in FT)

Capital Gains Tax and the Changes

Pensions Act 2007 and changes to the State Pension

 

 

 

 

 

 

 

 

 

 
 
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Strategic Investor is a trading name of Lexington Wealth Management Ltd

Lexington Wealth Management Ltd is regulated and authorised by the Financial Services Authority
Lexington Wealth Management Ltd - Registered in England and Wales no 05503144
Orchard House, Bagbury Lane, Lydiard Millicent. SN5 4LX