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Global Markets Performance Update
2022 Quarter 1

The first Quarter of 2022 was dominated by the invasion of Ukraine continuing the market's rollercoaster ride.

The Impact of the Russia/Ukraine Conflict upon Investment Markets

The Russian invasion of Ukraine is deeply concerning on many levels, creating the largest humanitarian crisis in Europe for decades. Growing sanctions against Russia is adding to market volatility. Looking after our clients' investments is our highest priority.

Webinar Recording: Your guide to your tax year end allowances

Let our team guide you through the main tax saving and investment options available up until 5 April, including ISAs, pensions and gifting.

Global Markets Performance Update – 2021 Quarter 4

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

Yes, you can contribute to someone else’s Pension

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 2

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Year End Tax Planning Opportunities

Tuesday 5 April 2022 marks the end of the tax year. Make sure you use your current tax allowances and reliefs, which can help secure your long-term financial plans.

Global Markets Performance Update – 2021 Quarter 3

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

Webinar Recording: Will I have enough money to retire?

In this webinar we will explain, using some some simple software, how easy planning for the future can be.

Pension Scams Becoming More Widespread

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Global Markets Performance Update – 2021 Quarter 2

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…

Global Markets Performance Update – Quarter 4 2020

Overview Global equity markets continued to rally Value stocks had their best quarter since 2009 The impact…