James & George Collie Managed Portfolios – Review of Q2 2017
by Scott Middleton, Chartered Financial Planner, James & George Collie Financial Management Limited Executive Summary The James & George Collie Model Portfolios again posted a positive return during Q2, extending the gains made in the first quarter of 2017 Equity markets continued their upward trend in the second quarter of 2017, with an improving global […]
Residential Property Sales – 2017 Review
2017 was another challenging year in the Aberdeen Property market, however not to the extent of the previous year. In 2016, average prices fell by 10%; in 2017 the fall was 3½%. This reflects the general feeling that we are either at, or very close to, the bottom of the current downturn, with prices not […]
Building Warrants – An Art and a Necessity
Aberdeen City Archives recently held an exhibition called “The Art of the Building Warrant”. The exhibits were original building warrant plans of iconic Aberdeen buildings past and present such as the Northern Hotel with its Art Deco frontage, the police office at Lodgewalk, the Pittodrie Pavilion and the Tivoli Theatre. Looking in particular at the […]
Reasons to be Cheerful – Another Quarter of Above Average Performance from the James & George Collie Model Portfolios!
Q3 2017 Update By Scott A. Middleton APFS BA (Hons) Chartered Financial Planner Comment Once again, we have had another quarter of continued positive returns for equity investors with both UK and Global Equities moving strongly ahead. In contrast, Fixed interest investors have seen little return from corporate bonds and there was actually […]
EQUITABLE SHARING OF MATRIMONIAL PROPERTY ON DIVORCE
One common misconception that is often held by clients who consult a Family Lawyer for the first time, is in relation to what is possibly the couples most valuable asset, namely the family home. A decision by Lady Carmichael in the Outer House of the Court of Session in the case of JA against […]
Pensions in the context of separation and divorce
Last year, the Supreme Court (the highest Court of Appeal in the UK) made a landmark decision in the case of McDonald v McDonald relating to the question of pensions on divorce. Pensions can form substantial assets for these purposes. A question arose as to how much of Mr McDonald’s pension should be taken into […]
Latest Partnership News
Every (Collie) Dog Has His Day Tony Dawson finally retired as a Partner in James & George Collie on 31st March 2018 after 42 years as a partner –for many of which he acted as Managing or Senior Partner. However, Tony continues to be associated with the firm as a Consultant working similar hours […]
An interesting contest – Family Law –v- Property Law?
A recent decision by the Sheriff Appeal Court in the case of Grant v Grant has shed some light on the situation where the law of property conflicts with family law and once again underlines the need for pre-nuptial agreements where one party is bringing assets into the relationship of a value greater than any […]
EU Succession Regulation
If you have connections with more than one country, you need to know which country’s law will govern who inherits your estate when you die. This is important because the law of some countries provides that certain shares in your estate are reserved for close family members. The EU Succession Regulation (EU 650/2012) (“the […]
Recent Financial Market Activity
By Scott A. Middleton BA(Hons), Chartered Financial Planner, James & George Collie Financial Management Limited In a change from our normal practice of concentrating solely on the events of the last quarter, we expect investors will be interested in the events that triggered sharp falls in the first few days of the new year, especially […]