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
‘New Age’ of self-employment
Changes in how people save, invest and plan for retirement Self-employment plays a vital role towards the UK’s economy. In recent years the number of people who are self-employed has … Read More
Storm in an Equity Teacup
Bond markets were once again the centre of attention last week, with government bond yields continuing their upward climb. 10-year yields in the UK and US rose another 0.10%-0.15% to … Read More