News &
Financial Updates

Tax year end planning checklist for individuals

A handy checklist of suggested planning considerations for individuals for the end of the tax year.

Equalisation of Self-Employed Income Tax Could Be on The Horizon

Financial secretary to the Treasury, Jesse Norman, has said that changes should be made to the way self-employed workers are taxed.

What could the OTS’s Review of Capital Gains Tax Mean for You?

Following the Chancellor of the Exchequer’s request to the Office of Tax Simplification (OTS) to review our current system for Capital Gains Tax (CGT), the OTS have since released the first of two reports, detailing the principles underpinning CGT and some recommendations for its reform.

Financial Resolutions for 2021

According to a survey by GoCompare Money, cutting back on spending and saving more for the future are top resolutions for many in 2021. If getting your finances in order is on your to-do list, here are some tips to help you get started.

Video: Outlook 2021 – time for investors to stop hibernating

In this 3 minute video, Chief Investment Officer Johanna Kyrklund and Chief Economist Keith Wade explain why the outlook for 2021 should be an optimistic one for investors.

Who Should Be Responsible For Mitigating Climate Change?

We can all ‘do our bit’ when it comes to caring for the environment. But, are the companies we are investing in also playing their part?

Deal or No Deal: Brexit and House Prices

On 31 December the post-Brexit transition period ends. The Times describes how the two varieties of Brexit are likely to impact house prices and mortgages.

Market Commentary

Monthly Market Commentary – October 2020

A look back at markets in October when Covid-19 lockdowns were reintroduced in much of Europe and investors awaited the US presidential election.

Monthly Market Commentary – September 2020

A review of markets in the third quarter when global equities moved higher, led by Asia.

Monthly Market Commentary – August 2020

A look back at markets in August when hopes of a Covid-19 vaccine and a shift in Federal Reserve policy helped to support shares.

Quarterly Reports

Quarterly Portfolio Review Q4 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q3 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q2 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Finance in the news

Finance in the News – w/c 08.02.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 01.02.21

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.