News &
Financial Updates

Getting ready for likely CGT changes

It was inevitable that sooner rather than later Chancellor of the Exchequer Rishi Sunak would put the nation on red alert that taxes will have to rise to pay for the £190billion of support the Government has given the economy to steer it through lockdown and beyond.

Junior ISA – The nature of the investment and planning opportunities

Junior ISAs were made available from 1 November 2011. The Junior ISA is available for any UK-resident child (under the age of 18) who does not currently hold a Child Trust Fund (CTF) account.

More than a quarter of grandparents expect to help grandchildren financially with a big life event

Recent research on two thousand people, aged between 60 and 80 years of age, has revealed that 26% are willing to contribute money to support their grandchildren through a key life event.

Planning for the cost of higher education

Latest stats on the cost of higher education and implications for planning.

An overview of the new residence nil rate band and its impact on planning

The RNRB, which is designed to protect the family home from inheritance tax (IHT), was £100,000 for deaths occurring in tax year 2016/17 and has been phased in gradually over four tax years at a rate of £25,000 per annum until it reached £175,000 in tax year 2020/21.

Tips For Effective Intergenerational Financial Planning

Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.

Protect your pension pot post pandemic

Pension savers and investors have seen the value of their pots tumble due to the coronavirus epidemic – but there are ways to mitigate against future falls.

Market Commentary

Monthly Market Commentary – May 2020

A review of markets in May when shares were supported by an increasing focus on how lockdowns would be lifted.

Monthly Market Commentary – April 2020

A look back at markets in April, when shares rebounded supported by stimulus measures and hopes that lockdowns could ease.

Monthly Market Commentary – March 2020

A look back at markets in Q1 2020 when the spread of coronavirus across the world saw stock markets fall sharply.

Quarterly Reports

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.

Market Review – Quarter 3 2018

A Q3 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 2 2018

A Q2 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Finance in the news

Finance in the News – w/c 31.08.20

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

Finance in the News – w/c 24.08.20

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