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Posted on 21 Apr 2017 by Christy Morrison Head of Wealth Planning

Five tips to mitigate inheritance tax liability

According to recent HMRC tax data the number of UK estates liable for inheritance tax (IHT) is forecast to rise by 15 per cent to around 30,000 this year.  Every…

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Posted on 20 Apr 2017 by John Goodall Head of Private Client Research, Manchester

Global economic overview – Q1 2017

Key markets at a glance – 1 January 2017 to 31 March 2017

United States of America The US Federal Reserve (Fed) raised interest rates for the second time…

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Posted on 20 Apr 2017 by John Goodall Head of Private Client Research, Manchester

Positive outlook for the markets throughout the first quarter

Over the first quarter we have seen fresh all-time highs for the UK top 100 companies. The US markets have led the charge, with the technology heavy NASDAQ 100 rising…

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Posted on 19 Apr 2017 by WH Ireland Wealth Management

Enhancements to our service – new client portal

As of mid May our new secure online client portal will provide enhanced and flexible reporting options, a secure online document library and a messaging service. The new service will…

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Posted on 17 Apr 2017 by John Goodall Head of Private Client Research, Manchester

Benchmarks: The Wealth Management Association

In our October issue, we discussed the concept of a benchmark. We observed that due to inherent biases, there is no such thing as a perfect benchmark.

They can, however,…

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Posted on 14 Apr 2017 by WH Ireland Wealth Management

WHIreland Wealth Management further recognised with new award

We are proud to announce that we have been awarded the 2017 Suggestus 3D Award from ARC (Asset Risk Consultants), as well as being named ‘finalist’ within the ‘Investment Performance…

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Posted on 04 Apr 2017 by WH Ireland Capital Markets

WHIreland advises on £5m equity raise for Gravity Trampoline Parks to accelerate growth plans

WHIreland has successfully advised its client Gravity Trampoline Parks, a premium trampoline operator, to secure £5m through private investment from a Guiness Management EIS fund, to accelerate its growth plans.

The story…

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Posted on 04 Apr 2017 by Luke Tribe Research Analyst, Private Client Research, Manchester

The Asset Management industry: a new resurgence?

This quarter we are closer to home with a look at recent events in the Asset Management industry, following news of mergers and acquisitions. Investors may see further consolidation to…

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Posted on 31 Mar 2017 by WH Ireland Capital Markets

WHIreland supports CareTech in raising £48m in equity

WHIreland is delighted to have acted as Joint Bookrunner to support CareTech Holdings PLC (AIM:CTH), a leading provider of specialist social care services, in its recently oversubscribed fundraise. The Placing…

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Posted on 30 Mar 2017 by John Goodall Head of Private Client Research, Manchester

Investing for income

With UK interest rates having fallen to a record low of 0.25%, it is becoming increasingly challenging for investors to secure a consistent level of income on their savings.

Bonds…

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This information is of a general nature and does not constitute an offer to provide services. The opinions and conclusions given here are those of WH Ireland and are subject to change without notice. The value of investments or any income arising from them may fluctuate. Past performance is not necessarily a guide to future performance.

Recent Posts

  • Five tips to mitigate inheritance tax liability

    Posted on 21 Apr 2017

  • Global economic overview – Q1 2017

    Posted on 20 Apr 2017

  • Positive outlook for the markets throughout the first quarter

    Posted on 20 Apr 2017

  • Enhancements to our service – new client portal

    Posted on 19 Apr 2017

  • Benchmarks: The Wealth Management Association

    Posted on 17 Apr 2017

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