News &
Financial Updates

How Taking Financial Advice Can Add More Than £40,000 To Your Savings

We have all hired professionals to help us with various aspects of our lives – lawyers, plumbers, personal trainers – and willingly pay for the privilege. It is therefore surprising that so many of us baulk at the prospect of paying for advice on something as important as securing our financial future.

The 100-year Life: Are you prepared?

We all want to live a long and fulfilled life, and that includes being able to enjoy our retirement years to the full. However, as we all begin to live longer, concerns have been raised over the Government’s ability to fund the futures of our ageing population.

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.

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 1 2017

A Q1 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 4 2016

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

Market Review – Quarter 3 2016

A Q3 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 21.12.20

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

Finance in the News – w/c 14.12.20

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