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 … 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 … Read More
The Magic Money Tree – 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 … 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 … Read More
Wealth Managers, a new generation
As a fledgling young professional, ask me heading into my mid-thirties would I have planned on becoming a wealth manager and I’m sure you would have received a perplexed expression … Read More
ISA deadline 5 April 2021: use it or lose it
Make the most of the tax breaks before it’s too late If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest … Read More
Spot the Dot
Equity markets slipped back a little last week following their recovery over the previous two weeks. But it is government bonds, rather than equities, which remain the real focus of … Read More
Gifting generation
Older family members supporting younger generation through the pandemic Young people have been one of the worst-affected groups from the coronavirus (COVID-19) pandemic, particularly in terms of the labour market … Read More
Time to be Small
Equity markets recovered some of their mojo last week. Global equities gained 2.0%-2.5% in sterling and local currency terms respectively and are now only 0.5%-1.0% below their mid-February peak. In … Read More
Breaking up is hard to do
Managing the financial impact of divorce When long-term relationships split up, there are a host of implications for mortgages, savings, tax and Wills requiring careful consideration to avoid hardship. If … Read More