News

Pensions can often seem like a complex, confusing topic, however, it is important to voice your questions if you have any to ensure that you have a good understanding of your financial situation. Recently, a connection one of our advisers met with was in distress...

In our latest update, we focus on key market activity from March which marks the end of a strong first quarter for 2024. With this, it brings hope and sets a positive tone for investors moving forward into the rest of the year. Global Equities continued to power ahead...

On Wednesday 6th March 2024, Chancellor Jeremy Hunt delivered his Spring Budget containing a variety of updates, from measures aimed at easing the tax burden on earners and families, while also introducing some tax increases as well. Click below to view and download a...

With the first calendar month of the year complete, Douglas Sims looks into key market activity from January and the major factors continuing to impact markets in 2024. After a wobbly start to the year, Global Equities moved modestly higher in January on the back of...

You may or may not be aware that all workplace pension schemes (WPS) are required to have a default investment fund which all scheme members are initially opted into. Do you know where your pension is invested and is it in the best fund for you? Many people think of...

Firstly, we would like to start by wishing you all a Happy New Year and a prosperous 2024. In addition to your roast potatoes and presents last month, Santa also sprinkled his Christmas joy onto stock markets in December. With the exception of Japan, which was only...

If you have yet to make full use of your end of tax year allowances for 2023/24, there is still time to do so - but the deadline is looming. For current clients, your adviser can make any contributions you require in line with your current investments, however, we...

​How much you can earn before paying Capital Gains Tax recently changed in April 2023 when the government cut the threshold from £12,300 to £6,000. The allowance will then be cut again to £3,000 in April 2024, therefore reducing the amount of capital gains you can...

It is pleasing to start our November market commentary by stating that both Equities and Bonds rallied throughout the month. Slowing global inflation on both sides of the Atlantic strengthened market sentiment that we may have now reached peak interest rates, with...

The Chancellor used his 2023 Autumn Statement to “make work pay” and “go for growth”. Whilst widely rumoured, there were no changes to Income Tax thresholds or Inheritance Tax changes. However, following a gloomy political and economic backdrop there have been some...

Throughout 2023, financial markets have been focused heavily on how the various economies will land in terms of the widely expected recessions. Will they land “softly” or “hard”, meaning either a shallower or deeper recession? However, the year-to-date would suggest...