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News & Views

Category: Wealth Management News

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…

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…

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…

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…

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…

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…

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),…

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…

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…