Skip to content

Quality Advice Quality Service

Show / hide the search form Menu

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.

Making Voluntary Contributions to Your State Pension

With the government extending the voluntary National Insurance deadline should you be making extra contributions to your pension?

2023 Investment Outlook

2022, for investors, was one of the most dramatic in history. We take a look at what the outlook might be for the year ahead.

Webinar Recording – Year End Tax Planning 2023

Let our team guide you through the main tax saving and investment options available up until 5 April.