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Capital Allowances and the new allowances available

Following the Spring 2023 Budget, capital allowance rules are set to become more complex. The position is further complicated by the fact that the regimes for companies and unincorporated businesses differ, with some capital allowance claims only open to companies.

Global Market Commentary – July 2023

2023 is doing its best to go down in history as one of the strongest years on record for stock market returns. If global stock markets were to continue at their current pace, they would produce the best annual return of the past 15 years.

Global Market Commentary June 2023

The first half of 2023 has flown past with a number of stock markets recovering strongly following a poor 2022.

The MGTS Qualis Funds Launch

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.

Can your pension benefit from the Lifetime Allowance changes

Changes to pension tax legislation announced in the Budget were extensive. Could it be that anything which encourages saving towards retirement should be welcomed?

Global Market Commentary April 2023

Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.

Pension Auto Enrolment achieves over £114bn in savings

The introduction of the Auto Enrolment policy over 10 years ago has helped millions add to their pension pots.

Global Market Commentary March 2023

March 2023 was a month to remember. It started strongly, then the largest bank failures since 2008 created panic.

Changes to Lifetime Allowance…. we never saw that one coming!

You may have missed recent changes to the lifetime allowance (LTA). Here's what you need to know.

Spring Budget 2023 Highlights

We have examined the details of Jeremy Hunt's first Spring Budget and hope the following highlights, which we feel will be the most significant, will be helpful.

Global Market Commentary February 2023

For investors, February proved something of a mixed bag following very strong performance from risk assets in January.

Winter 2022/23 Newsletter

In our latest newsletter we look at end of year investment opportunities and whether you should consider contributing to your State Pension. We remind everyone of the new penalties for not paying and filling VAT on time and wish a fond farewell to two 1976 classmates.