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Category: Wealth Management News

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…

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…

Global Market Insights January 2020

World markets summary: After a promising start that saw equity markets continue higher into January, gains were pared back on concerns that the Coronavirus would slow economic growth and reduce…

Why choose a Discretionary Portfolio Manager?

If you are looking to invest your assets a Discretionary Portfolio Manager can make life easier for you by removing the pressure of having to constantly monitor your portfolio, keep…

Global Market Insights December 2019

World markets summary: The final quarter of the year saw equity markets surge to new highs on news that the US and China had agreed terms for a partial settlement…

Global Market Insights November 2019

World markets summary: The momentum in global equity markets continued through November with a return on the FTSE World Index of 2.61% to sterling investors over the month.  It has…

Getting Financial Advice – Why is it worth it investing in an adviser?

Helping you get what you want out of life Financial advice is often viewed as providing solutions to problems, or meeting specific needs. This is part of what it does,…

Getting Financial Advice – You need a plan before you need a product

When it comes to making good financial decisions, the most important thing to do is to get under the skin of your needs, goals and objectives. It might be a…