Understanding probate and planning for the future

Probate is a term that is commonly misunderstood; it is incorrectly used to refer to the wider process of dealing with the affairs of someone who has passed away, known as estate administration. However, obtaining a Grant of Probate is just one of the many tasks that may be required during the estate administration process. […]

Market Review – October 2023

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 commentary provides an insight into the current factors that are affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should […]

Market Review – September 2023

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 commentary provides an insight into the current factors that are affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should […]

It’s good to talk money: Helping elderly relatives manage their finances

Throughout time, societies have known that in order to survive, knowledge and experiences must be passed on through the generations. By passing on this knowledge, families could take what their parents learned in order to improve their own futures. Fast forwarding to today, parents and grandparents pass on their knowledge to future generations all the […]

Is a second property still a solid investment?

Higher interest rates, changes to the Capital Gains Tax allowance and various other factors are casting doubt over the investment value of second homes and buy-to-let properties. Historically, owning a second property has tended to be a reasonably reliable investment. Many people have invested in a second home, assuming it will increase in value over […]

Market Review – August 2023

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 commentary provides an insight into the current factors that are affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should […]

Market Review – July 2023

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 commentary provides an insight into the current factors affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should consider […]

Is it time to embrace AI? Let’s ask it

Embracing the AI era Artificial intelligence (AI) has become prominent across the UK, with Chancellor Jeremy Hunt backing an AI and quantum computing strategy in recognition of the potential benefits to the global economy. However, AI is far more than robots and digitalisation. One key development is the public release of open-source advanced language models, […]

Is it time to embrace AI? Let’s ask it

Embracing the AI era Artificial intelligence (AI) has become prominent across the UK, with Chancellor Jeremy Hunt backing an AI and quantum computing strategy in recognition of the potential benefits to the global economy. However, AI is far more than robots and digitalisation. One key development is the public release of open-source advanced language models, […]

Market Review – June 2023

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 commentary provides an insight into the current factors that are affecting short-term global returns, but should not be viewed as a basis for making long-term investment decisions. You should […]

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