2021 Budget update: most of the well-publicised changes outlined in the UK’s 2021 Budget announcement yesterday focused on business, but what do the changes mean for private clients & investors?…
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Steve Hutchings, Head of Business Development was recently joined by Phil Sidebottom, Chartered Financial Planner at WH Ireland, Charlotte Dunn, Legal Director at Shoosmiths, and Adam King, Office Managing…
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World markets summary:
The final month of the year saw further strong gains in global stock markets, driven higher by the announcement of Covid-19 vaccines, the prospect of normality returning…
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Macro Overview
It is not really worth mentioning too many macroeconomic numbers except to say that when economies re-opened numbers were generally stronger than expected and, unsurprisingly, when restrictions on…
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World markets summary:
Stock markets around the world surged in November on the announcement of three highly promising Covid-19 vaccine trials and as uncertainty over the outcome of the US…
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Phil Sidebottom, Chartered Financial Planner and Steve Hutchings, Head of Business Development were recently joined by Stephen Patch from law firm Shoosmiths to discuss the possible options available to increase…
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We recently announced our final results for the twelve months ended 31 March 2020. Significant cost reductions and positive momentum in both divisions have positioned the group for sustainable profitability…
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The last decade has seen both thematic as well as sustainable investing moving into the mainstream, often precipitated by a transfer of wealth from older to younger generations. We view…
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Currently in the UK (separate taxation tiers for Scotland) you begin to lose your ‘personal allowance’ if your income exceeds £100,000pa.
The current annual allowance (the tax free…
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We believe that long term investing in a diverse range of assets and geographies is the best way to invest your money and that there have been some great opportunities…
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