Global equities slipped back a little last week, posting their first weekly decline since the beginning of October. The pause was overdue and can’t really be attributed to any of … Read More
Intergenerational financial planning
COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half … Read More
A Lot of Hot Air
The relentless upward trend in equities has continued with markets edging higher last week. Global equities are now some 2.3% above their September high in local currency terms and a … Read More
Paul Surguy, Citywire Wealth Manager Top 100 2021
Congratulations to Paul Surguy, Head of Investment Management and Proposition who has been named in the Citywire Wealth Manager Top 100 which recognises the UK’s top fund selectors. Read the … Read More
Retirement plans being put in jeopardy
Pandemic threatens pushing over-50s into pension poverty More than half (53%) of people in their 50s fear running out of money in retirement, as they have been the most likely … Read More
What will happen to your pension when you die?
Providing an income or nest egg for your loved ones to enjoy, long after you are gone The way that you decide to take your pension will affect what you … Read More
Heating Up
Global equities continued to grind higher last week, ending up around 0.5-1.0%, and have also opened higher this morning. Corporate earnings remain a major factor behind these latest gains with … Read More
Wealth preservation
Minimising the impact of Inheritance Tax on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs’ receipts compared to the … Read More
Show Me The Money
Global equities posted gains last week for the third week running. They ended the week up some 1.1% and are now all but back to their high in early September. … Read More
Gender pension gap
British women impacted at every stage of career The staggering impact of the gender pension gap has been revealed in research which shows that women have lower pension pot sizes … Read More