News and Events

Data to 23 January 2026 Bond markets have started 2026 in a way that total return investors will recognise: income…

2025 was another reminder that defensive investing isn’t about avoiding risk altogether, it’s about choosing the right risks and…

Data to 23 January 2026 2026 has begun much as 2025 ended: markets outside the US have taken the lead,…

2025 was a strong year for global equities, but it was also a year when where you were invested…

This week, we are turning the spotlight onto GWA Asset Management (GWAAM), the team behind the MGTS Qualis Funds. Across…

We enter 2026 with US stocks dominating the global market while trading on expensive valuations. A small number of tech stocks account for a large portion of US returns and they are increasingly tied to the fortunes of the AI industry. These are certainly risks to be aware of.

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?