News and Events - Page 3

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

A positive start to the year. Since October, inflation has been declining and markets have been rising, however focus is starting to turn to recession.

Wednesday 5 April 2023 sees the end of the current tax year so now is the time to think about how to make the most of the allowances and reliefs available to you.

In what was a poor year for investors, the fourth quarter saw gains for stock markets led by Asian and European markets. Read more of our investment insights for the last quarter of 2022.

Against a backdrop of slow global growth, stubbornly high inflation, rising interest rates and growing geo-political tensions, markets continued to perform poorly in Quarter 3.

The year so far has been tough, certainly one that will have tested the stamina of many investors. Our summary of 2022 provides an overview of markets so far.

Our latest webinar recording suggests it's never too early to discuss inheritance and with inflation and the cost of living dominating headlines we also provide an information update on the markets.

The first Quarter of 2022 was dominated by the invasion of Ukraine continuing the market's rollercoaster ride.

The Russian invasion of Ukraine is deeply concerning on many levels, creating the largest humanitarian crisis in Europe for decades. Growing sanctions against Russia is adding to market volatility. Looking after our clients' investments is our highest priority.

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.