Personal Finances - Page 3

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.

5 reasons Self-Assessment customers don’t need to wait on hold

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.

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.

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

1 November 2023

HMRC has released a new tool to assist with understanding what a tax code means, how it is made…

The first half of 2023 produced good returns from overseas stock markets, as most economies proved more resilient than expected, despite forecasts of a recession at the beginning of the year. As the second half of 2023 progresses, those gains are being given back as higher interest rates and rising oil prices are taking their toll once again.

Aged 18 – 21? You may have an unclaimed Child Trust Fund HM Revenue and Customs (HMRC) are advising that almost…

We are delighted to introduce GWA Asset Management Ltd (GWAAM), a wholly owned subsidiary of Greaves West & Ayre. GWAAM is the appointed investment manager of the MGTS Qualis fund range, which has been created in conjunction with the Authorised Corporate Director Margetts.

It was music to many parents’ ears when it was announced in the Spring Budget that there will be more support for many working parents with the extension of free childcare support.

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