News &
Financial Updates

Social Investment Tax Relief

The key benefit of SITR is that individual investors can deduct up to 30% of the cost of their investment in an eligible enterprise from their income tax liability, either in the year the investment was made or the previous tax year (if after April 2014), as long as the investment is held for a minimum of three years.

How Impact Investing Can Provide Positive Social Impact and Positive Financial Returns

A traditional view of finance dictates that money can be used in two ways; investment for a financial return or philanthropic giving. And for those with money to invest, it has often been a choice between the two. Yet, as a growing number of investors seek to make the world a better place, demand for investment options that deliver both has been on the rise.

The Autumn Budget: What can we expect to see?

Since the chancellor of the exchequer, Philip Hammond, announced that any major changes to fiscal policy would be announced in the Autumn budget, as opposed to the Spring statement, attention has turned to what these changes may be.

Why taking a long term view can help investors cope with market volatility

While the US’s softer than expected inflation reading on 11th October brought a small flicker of stability to stock market activity, continued concerns over the US/China trade agreements, a tight labour market and rising oil prices are all pointing towards a potentially unsettling time ahead for investment markets.

Pension Options for the Self-Employed

While one of the biggest attractions of self-employment is being your own boss, from a pensions viewpoint, it could be a disadvantage. Since auto-enrolment came into force, all eligible employees will benefit from having their pension pots boosted by contributions from their employer. If you are self-employed, however, you will not have an employer adding money to your pension pot in this way.

Mortgage-lending for the Self-Employed and Small Business Owners

Following the abolition of self-cert loans and 125 percent loan to value mortgages, the self-employed and small business owners have regularly faced additional hurdles when it comes to borrowing.

China…..it’s your move

Following the tariffs imposed by the US on $50billion worth of Chinese goods back in July, President Trump has announced tariffs on a further $200billion of imports which will take effect next week.

Market Commentary

Monthly Market Commentary – October 2018

A collection of thoughts and comments to help keep you abreast of relevant industry news.

Monthly Market Commentary – September 2018

A collection of thoughts and comments to help keep you abreast of relevant industry news.

Monthly Market Commentary – August 2018

A collection of thoughts and comments to help keep you abreast of relevant industry news.

Quarterly Reports

Market Review – Quarter 3 2018

A Q3 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 2 2018

A Q2 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 1 2018

A Q1 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Finance in the news

Finance in the News – w/c 05.11.18

Short summaries of articles we think you will find useful from some of the weekend’s broadsheets.

Finance in the News – w/c 22.10.18

Short summaries of articles we think you will find useful from some of the weekend’s broadsheets.