Investments - Page 3

21 November 2023

1 November 2023

The first half of 2023 produced good returns from overseas stock markets, as most economies proved more resilient than expected, despite forecasts of a recession at the beginning of the year. As the second half of 2023 progresses, those gains are being given back as higher interest rates and rising oil prices are taking their toll once again.

We are delighted to introduce GWA Asset Management Ltd (GWAAM), a wholly owned subsidiary of Greaves West & Ayre. GWAAM is the appointed investment manager of the MGTS Qualis fund range, which has been created in conjunction with the Authorised Corporate Director Margetts.

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.

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.

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.