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News & Views
Category: Wealth Management News
Posted on 01 Apr 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update: 1 April 2020
The week to Tuesday’s close saw equity markets continue their recovery from March’s lows, led by the US S&P 500 Index which saw a gain of 4.4%. Closer to home…
Posted on 25 Mar 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update – 25 March 2020
Financial markets endured a volatile week as investors sought to reconcile the short-term damage to economic activity caused by countries going into lockdown with the unparalleled scale of government support…
Posted on 24 Mar 2020
by Peter Michaelis Head of Sustainable Investment Liontrust Asset Management
The demand for sustainable investing
Demand for sustainable investing is growing as an increasing number of people care about how they make their money as well as how much money they make. This has been…
Posted on 23 Mar 2020
by Jonathan Anderson Independent Wealth Planner, London
Save up to 50% in tax by putting life cover on your company’s expenses
A relevant life policy can result in significant savings for company directors looking to take out life insurance, however without financial guidance and advice, many directors and business owners are…
Posted on
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…
Posted on 22 Mar 2020
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…
Posted on 20 Mar 2020
by Tom Senior Director at Classic, Vintage & Sport Car Finance
Using funding to purchase or release equity from your classic car collection
First and foremost, you will have to excuse the use of “man maths”* throughout this article. The reality is that, in theory, it may be better to use saved cash…
Posted on 19 Mar 2020
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),…
Posted on 18 Mar 2020
by Philip Bagshaw Head of Alternatives & Portfolio Strategy
UK election: the outsiders looking in
There are some elections that go by largely unnoticed in history but in all likelihood, the most recent UK general election will likely make it in to the textbooks for…
Posted on 17 Mar 2020
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…