Articles
Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.
How can you keep you tax bill low ahead of tax year end?
With inflation and living costs continuing to rise, we look at some important tax-saving opportunities before the end of the tax year on 5 April.
Market Review – December 2022
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly
Defined benefits aren’t the only way to guarantee income
It is fair to say that the gilt market has been more volatile than usual over the course of 2022. At the start of January
Time to look again at annuities
In this article we analyse why annuities have become a more attractive option when it comes to planning your retirement income.
Market Review – November 2022
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly
Market Review – October 2022
Richard Wallis Head of Research and Investment Market Overview CR = Capital return; LC = Local currency Source: Lipper for Investment Management Past
Inflation – Is your pension income protected?
We take a look at how rising prices affect people with different types of pension, as well as everyone facing a cost of living crisis.
Mini Budget Announcement – September 2022
The Chancellor, Kwasi Kwarteng, has announced the biggest parcel of tax cuts in 50 years at today’s ‘mini-Budget’.
Market Review – August 2022
We generally recommend that you hold investments for the medium to long-term, which we would view as being for five years or more. The monthly
Special Update – August Mid Month Update
Following a volatile start to the period, global equity markets rose in the first half of August, with notable gains in particular in the US.
Market Review – July 2022
July was a much stronger month for developed market equities, with many regional indices posting their biggest monthly gains of 2022. Sentiment was boosted by
Don’t let good habits go to waste
We take a look at how savings increased during the pandemic and share some helpful tips to boost your savings habit.
The impact of raising the State Pension age
The last change in State Pension age (SPA) was phased in between December 2018 and October 2020. We take a look at new research that
Special Update – July Month End Update
The second half of July was a positive one for global markets, with most indices producing decent gains over this period. Investor sentiment was boosted
Are you making the most of your pension tax relief?
We take a look at how savings increased during the pandemic and share some helpful tips to boost your savings habit.
