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Global Market Commentary – 2 February 2024

A Steady Start to 2024 -
The year has begun on a tentative footing following the excesses of November and December, when asset prices galloped higher. Investors have paused to reflect on the ‘wall of worry’ that is said to accompany most bull markets. 

Crypto asset holders urged to use the HMRC disclosure scheme

In November 2023, HMRC launched a new voluntary disclosure route to allow individuals with undeclared capital gains tax (CGT)…

Global Market Commentary – New Year’s Review

Investors enter 2024 with optimism -
Global stocks closed 2023 with their fourth largest annual return of the last twenty years. But those gains mostly came from a narrow group. The seven largest companies in the US - Apple, Microsoft, Google, Amazon, Nvidia, Facebook & Tesla – returned a colossal 111% on average.

Planning for care needs

We often take steps to fund for future retirement, manage our Inheritance Tax position or make Wills, but planning for care needs is seldom at the top of our lists.

Why leave the future to chance…

In simple terms when we talk about business succession we mean the long-term plan for the business. In practice, it is difficult to cover all of the taxation and accounting issues surrounding succession in business across the generations in one short article, but here goes . . .

Global Market Commentary – November 2023

Last month we said ‘the key economic indicators could prove not too hot, nor too cold, but just about right for investors to feel comfortable’. There can certainly be no doubt about the stock market’s favourite fairy tale after November’s gains: Goldilocks wins, hands down. With inflation cooling rapidly and GDP and employment figures remaining stable on both sides of the Atlantic, the stock market has shaken off the bears and moved markedly higher.

Autumn Statement 2023

Yesterday, Chancellor Jeremy Hunt delivered his Autumn Statement. We have sifted through the details and hope the following highlights, which we feel will be the most significant to our clients, will be helpful.

Successful first Rural Seminar

Last Wednesday night (1 November) we held the first of two autumn Rural Seminars. Our first seminar hosted by our…

Global Market Commentary – October 2023

October was another difficult month for investors - the culmination of three consecutive months where stocks and bonds have declined together. However, the US and UK central banks provided “dovish” statements on November 1st and 2nd, stating policy is adequately restrictive in light of slowing inflation. Markets are now forecasting that further interest rate hikes are highly unlikely and have entered the new month on a positive note.

Rural Seminar with Womble Bond Dickinson and GSC Grays

21 November 2023

Watch out for scams 

Watch out for scams…  Protect yourself and your money HMRC is reminding customers to be wary of approaches made by fraudsters…

Rural Seminar with Galbraith & Turcan Connell

1 November 2023