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Category: Wealth Management News
Posted on 04 Nov 2020
Do you earn over £100,000?
Currently in the UK (separate taxation tiers for Scotland) you begin to lose your ‘personal allowance’ if your income exceeds £100,000pa. The current annual allowance (the tax free allowance of…
Posted on
A guide to Gilts and Gold
We believe that long term investing in a diverse range of assets and geographies is the best way to invest your money and that there have been some great opportunities…
Posted on
by Philip Bagshaw Head of Alternatives & Portfolio Strategy
Why we use ‘availability’ Infrastructure in portfolios
What is it? In the current world of low interest rates and high uncertainty in what our everyday life will look like, something known as an ‘availability’ cash flow has…
Posted on
by Phil Sidebottom Chartered Independent Wealth Planner
The importance of having a financial plan
Traditionally, the focus when constructing an investment portfolio has been on asset allocation and risk tolerance. However, people have often not given sufficient consideration as to ‘why’ they are investing.…
Posted on 03 Nov 2020
Can you reduce Inheritance Tax?
Even in these modern times, talking to our family about tax possibly due on our estate when we are gone can be uncomfortable. However, considering the current tax rate of…
Posted on 12 Oct 2020
Global Market Insights: September 2020
World markets summary: The global stock market rally that started in late March petered out during September as technology and other Covid-19 beneficiaries gave up ground. While it could simply…
Posted on 24 Sep 2020
by Robert Merrifield Head of Research - Wealth Management
Mid-week update: 24 September 2020
The week to Wednesday’s close saw global stock markets give up more ground as the powerful six month rally from the March lows came to an end. Global equities fell…
Posted on 16 Sep 2020
by Robert Merrifield Head of Research - Wealth Management
Mid week update: 16 September 2020
The week to Tuesday’s close saw equity markets reclaim some of the ground lost recently, with global equities gaining 2.2%. Having led the downturn, US technology shares added 3.2%, pushing…
Posted on 09 Sep 2020
by Robert Merrifield Head of Research - Wealth Management
Mid week update: 9 September 2020
The week to Tuesday’s close saw a sharp pullback in US equities as the tech giants that have dominated performance this year suffered sharp falls. Technology shares gave up most…
Posted on 08 Sep 2020
Global Market Insights: August 2020
World markets summary: The month saw global stock markets return 4.2% to a sterling investor, led once again by the US market, which returned 5.1%. Gains elsewhere included Europe with…