Investments - Page 2

The first half of 2023 has flown past with a number of stock markets recovering strongly following a poor 2022.

GWAAM have launched the MGTS Qualis investment fund range, to improve the investment process for all GWA wealth management clients.

If you couldn't attend our recent launch events, you can watch our launch video.

Our latest newsletter offers tax efficient options on gifting to children, an update on changes to pension legislation and how crypto assets are taxed. We've also got exciting news about a new investment solution, along with a sad farewell after 40 years.

As we continue to battle the cost-of-living crisis, more than ever, parents and grandparents are considering gifting money or assets to help their children take their first steps to a financially independent future.

Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.

You may have missed recent changes to the lifetime allowance (LTA). Here's what you need to know.

Our pocket guide to 2023/24 tax rates will help you make sense of all the different areas of tax and how they might affect you. This useful guide outlines the tax rates for the next financial year.

For investors, February proved something of a mixed bag following very strong performance from risk assets in January.

In our latest newsletter we look at end of year investment opportunities and whether you should consider contributing to your State Pension. We remind everyone of the new penalties for not paying and filling VAT on time and wish a fond farewell to two 1976 classmates.

2022, for investors, was one of the most dramatic in history. We take a look at what the outlook might be for the year ahead.

Let our team guide you through the main tax saving and investment options available up until 5 April.

A positive start to the year. Since October, inflation has been declining and markets have been rising, however focus is starting to turn to recession.