News and Events

Stocks had a small dip in November, before recovering back towards their previous highs. The longest US government shutdown in history had a negative effect, before coming to an abrupt end and allowing stocks to rally.

Many of us take steps to prepare for retirement – setting aside savings, managing our Inheritance Tax position, or making Wills. Yet one crucial area often gets overlooked: planning for future care needs.

Our Winter newsletter provides a timely update on Making Tax Digital and Tax Planning for the April 2026 year end. We also look at the New Companies House Identity Verification Rules and Planning for Care in Later Life.

Yesterday, Wednesday 26 November, Chancellor Rachel Reeves delivered her second budget. We have sifted through the details which we feel will be the most significant to our clients, and we hope the following review will be helpful.

We are proud to share that Hannah Bass, from our Wealth Department, has been awarded The Certificate in Paraplanning Prize for her exceptional performance in the 2024 examination year.

Pound cost averaging is a phrase which is often used in passing by financial advisers. A little, well-known perk often associated with making regular contributions into an investment. But what does it actually mean?

As financial advisers, we often talk about the value of diversification within an investment portfolio. This blog post clearly illustrates the concept of diversification through a striking visual — the quilt chart.

Another month, another gain for stock markets. It can’t continue like this forever and there are clear signs of profit-taking in some of the most popular trades. This feels like a test to see whether a renewed bout of “buy-the-dip” behaviour will drive stocks to fresh highs once the US government re-opens.

Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.

August followed a familiar path with stocks rising for the fourth month in a row. A number of factors are supporting the market, including interest rate cuts from the US and UK, a massive increase in US fiscal stimulus through President Trump’s “big, beautiful bill” and a significant decline in the value of the US dollar

Risk appetite remained strong last month with the US and UK stock markets achieving new record highs. The first days of August have been a little more muted, with economic data proving mixed, but interest rates are on a declining path once again and may provide a lift.

2025 is proving to be a case study for those who believe time in the market is more important than timing the market.