Tax saving opportunities

It’s time to identify, plan for and potentially mitigate your tax burdens The Government has spent hundreds of billions on measures to support businesses and jobs, and fight the coronavirus (COVID-19) pandemic. But how will it pay for these? We won’t know the extent of the final bill until long after the crisis is over.

Bonding with Equities

Featured Video Play Icon

Global equities slipped back last week, retreating 1.5% in sterling terms, and have also opened lower this morning. These declines, however, follow two weeks of strong gains and are nothing noteworthy. Of rather more note, last Friday was exactly one year on from when equity markets hit their pre-Covid high. Remarkably, global equities are now up 10.5% in sterling terms … Read More

Why cash may not be king

How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut down and jobs have disappeared, some British households have on average been saving more money than they usually do, due to lower spending, according to new research[1].

Vaccinating against Bubbles

Featured Video Play Icon

Global equities posted further gains last week and are now comfortably above their highs prior to the mini-correction seen a couple of weeks ago. In local currency terms, equity markets ended the week 1.5% higher and are now up 5.9% year-to-date. There was no specific news to drive markets higher last week. Rather, they continued to benefit from the very … Read More

Investment Outlook Q1 2021

SUMMARY The economic recovery has faltered in Europe and the UK due to renewed lockdowns However, the vaccine roll-out should fuel a strong global rebound from the second quarter Inflation should pick up but only slowly and looks unlikely to increase much above 2% No increase in interest rates looks likely for at least the next couple of years The … Read More

5 healthy financial habits you shouldn’t ignore

How to get your finances in order to make more of your money Do you feel like your financial life has been turned upside down during the coronavirus (COVID-19) pandemic? Or, has the start of the new year focused you on getting your finances in order to make more of your money? Whatever the answer is, it’s important to adopt … Read More

V is for?

Featured Video Play Icon

Global equities bounced strongly last week, gaining a sizeable 4.4% in local currency terms and more than reversing their losses the previous week. Equity markets ended the week at new highs and have opened higher today. The market correction ended up lasting no more than a week. So too did the surge in GameStock which has fallen back as fast … Read More

Kingswood launches ESG Bond Fund

Targeting a five-year duration and an income with potential for capital growth One of the very few short dated Sterling only investment grade ESG funds that is actively managed in the market The fund will use the Bloomberg Barclays MSCI Sterling Liquid Corporate ESG Weighted Index Performance on the index over the last few years is outstanding with five-year cycle … Read More

Don’t miss the ISA deadline

Saving and investing for a future that matters. Yours. There are many ways that you can save or invest. Individual Savings Accounts (ISAs) are an incredibly effective means of shielding your money from both Capital Gains Tax and Income Tax.

Power in Numbers

Featured Video Play Icon

Global equities fell back 3.5-4% last week, leaving them down slightly year-to-date, although they have recovered some of these losses today. It was a busy week for financial news but the press was very much dominated by just two stories – the vaccine row in Europe and GameStop. The EU Commission’s desperate and ill-fated attempt to address the vaccine shortfall … Read More