Articles
Read the latest news and insight on a range of financial matters from our qualified financial advisers and expert technical and investment team.
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.
Buy-to-let tax changes bite with rising interest rates
Changes to tax rules made some years ago could soon cause financial pain as interest rates rise. Here we look at the impact of rising
How does rising inflation impact your investment outlook?
With rising inflation hitting a 40-year high, we look into the ways that we need to adapt and how to look at investment returns during
How will your spending change during retirement?
A new Institute of Fiscal Studies report has reported on spending throughout retirement. We look into how current and future retirees can ensure their retirement
How can pension contributions reduce your tax bill?
Making pension contributions can be a great way of saving for your future. At the start of a new tax year, you have new pension
Registering your trust
The increased use of trusts has brought about new financial planning opportunities for many people, however they also present fresh opportunities for financial crime. Find
