News &
Financial Updates

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.

Support for the self-employed

HM Revenue and Customs (HMRC) has begun contacting customers who may be eligible for the government’s Self-Employment Income Support Scheme (SEISS).

Avoiding bear traps

Looking at the FTSE 100‘s movements in the last few days, most commentators believe that we may be seeing a bear trap right now.

New coronavirus business support finder tool

The Government has published a new ‘support finder’ tool to help businesses and self-employed people to determine what financial support is available.

Coronavirus: Stay calm and do not rush financial decisions

Regulators have urged savers to keep calm and not rush to make any decisions about their pension in response to the coronavirus (Covid-19) pandemic.

Pension Changes for the Tax Year 2020/2021

While pension tax relief remained untouched in the recent Budget, there were several other key changes that may impact your pension plans for the forthcoming tax year.

Market Commentary

Monthly Market Commentary – January 2020

A look back at markets in January when the spread of coronavirus saw investors favour “safe haven” assets like government bonds.

Monthly Market Commentary – December 2019

A look back at markets in Q4 2019 when shares were supported by optimism over the prospects for a US-China trade deal.

Monthly Market Commentary – November 2019

A review of markets in November when shares in developed markets moved higher but emerging markets lagged.

Quarterly Reports

Market Review – Quarter 4 2017

A Q4 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 3 2017

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

Market Review – Quarter 2 2017

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 12.10.20

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

Finance in the News – w/c 05.10.20

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