COVID-19: Read our latest information here.

Author: WHIreland Wealth Management

Investing in our rapidly changing world

The strange thing about history is how it seems to repeat itself again and again, with just the names and places changing.  New technologies disrupting cosy old world businesses, heightened…

Global Market Insights: June 2020

World markets summary: The month saw global equity markets recover further ground with the FTSE World Index returning 2.95% in sterling and bringing the total over one year up to…

Global Market Insights for May 2020

World markets summary: May saw global equity markets put in another strong performance with the UK FTSE 100 Index returning  3.34%, the US S&P 500 Index 6.89% and the MSCI…

Global Market Insights for April 2020

World markets summary: The recovery in equity markets that began six weeks ago continued during April as the panic selling that so characterised March was replaced by optimism on news…

Global Market Insights: March 2020

World markets summary: March saw equity markets close well off their lows, hit earlier in the month as investors adjusted to an economic landscape transformed by the spread of COVID-19…

Eight reasons why getting your tax planning in order is a good idea

This time of year is the perfect time to think about the many tax allowances, exemptions, and reliefs that may be available to you before the end of the tax…

Reminder: fee collections

*For Managed Advisory & Execution Only clients Following feedback, we are changing the way we collect our fees so that we can simplify the process and make things easier for…

Inheritance tax: the optional tax

Did you know we offer a specialist service designed to help mitigate Inheritance Tax (IHT)? The service works by investing your portfolio in shares that qualify for Business Relief (BR),…

Global Market Insights February 2020

World markets summary: After a promising start to the year in early January, gains in equity markets turned to losses during February as realisation dawned that the Coronavirus, or Covid-19…

Our current view on the markets amid volatility caused by Coronavirus

After a promising start to the year in early January gains in equity markets were pared back on concerns that the Coronavirus, or Covid-19 as it is now known, would…