Time to value

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Equities continued their strong run last week with global markets gaining a further 0.8% to be up 10.7% since the start of the year. The US reporting season got off to a good start, with the big banks reporting stellar results on the back of strong trading and advisory revenues. Earnings of US financial companies are now forecast in the … Read More

Combined finances

Planning ahead for your financial future together Some couples may prefer to keep their finances separate, while others share everything. Whichever method you’ve chosen, when it comes to retirement saving, it’s worth planning together to ensure you’ve made the most of all the allowances and benefits offered to couples.

Time to Spend?

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Global equities have had a strong couple of weeks, with markets gaining a further 1.8% in local currency terms and 2.8% in sterling terms over the past week. Year to-date, they are now up as much as 9.3% and 7.7% in local and sterling terms respectively. At the start of the month, this buoyant mood seemed in sync with the … Read More

Tax planning reimagined

Identifying the best options to preserve your wealth No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than necessary. Before the end of every tax year on 5 April, you have the opportunity to save money on taxes … Read More

Responsible investing

Invest today. Change tomorrow Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest opportunity for responsible investing, which is through their pension.

Spring has Sprung

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Global equities gained around 0.5-1.0% last week and are back within spitting distance of their mid-February highs. Markets have also opened higher this morning, shrugging off the news of the collapse of a US hedge fund which will lead to significant losses at Credit Suisse and Nomura. Rather than being seen as a canary in the coalmine, and a sign … Read More

The Road To Success

WHAT DOES THE POST-PANDEMIC RETURN TO NORMAL LOOK LIKE? It has been a tumultuous year. For the UK, the privations forced upon it by the economic and social restrictions necessitated by the pandemic have been exacerbated by the uncertainty caused by the new trading arrangements consequent on the country’s exit from the European Union. While, for most countries, a post-pandemic … Read More

Don’t miss the ISA deadline

Saving and investing for a future that matters. Yours.   Each tax year, we are given an annual Individual Savings Account (ISA) allowance. This can build up quickly, letting you accumulate a substantial tax-efficient gain in the long-term.   The ISA limit for 2020/21 is £20,000. The proceeds are shielded from income tax, tax on dividends and capital gains tax. … Read More

The Magic Money Tree – Quantitative Easing

Quantitative Easing

QE, or quantitative easing to give it its full name, has been one of the major tools central banks have employed to try and limit the damage wreaked on the global economy by the pandemic. It is a tool first used to any great extent back in the global financial crisis when interest rate cuts became increasingly ineffective as rates … Read More

Charlotte Cook, in the spotlight

Charlotte Cook, investment manager tells us about her best investment decisions, her top three fund picks, and a legendary dinner party! Q: What was it that first attracted you to the world of finance? A: Having studied business management at university, I knew I wanted to work in the industry. Completing a summer internship at Kleinwort Benson (now Kleinwort Hambros) … Read More