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Category: Wealth Management News
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 06 Mar 2020
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…
Posted on 28 Feb 2020
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…
Posted on 07 Feb 2020
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…
Posted on 03 Feb 2020
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…
Posted on 10 Jan 2020
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…
Posted on 06 Dec 2019
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…
Posted on 03 Dec 2019
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,…
Posted on 11 Nov 2019
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…