The last decade has seen both thematic as well as sustainable investing moving into the mainstream, often precipitated by a transfer of wealth from older to younger generations. We view…
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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…
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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…
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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…
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.…
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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…
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Macro Overview
Business wants to come back. When will the virus let business unleash its pent-up potential and what (ongoing) helping hand will governments provide to ensure consumers and companies…
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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…
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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…
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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…
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