News &
Financial Updates

Using Trusts as Part of an Inheritance Tax Planning Strategy

There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.

Tips For Effective Intergenerational Financial Planning

Traditionally parents would bequeath their assets to their surviving spouse and subsequently their children. But, as we live longer, there are increasing opportunities to use intergeneration financial planning which includes grandchildren and great grandchildren too.

The impact of May’s resignation on the UK economy

Following Theresa May’s resignation speech on Friday, before the start of the bank holiday weekend, the Conservative Party leadership contest sprang into action.

Tips to Help Millennials Retire Better Off Than Their Parents

Retirement can seem a long way off when you are fresh out of university or embarking on the first steps of an exciting new career. Phrases such as YOLO (You Only Live Once) are also encouraging us to live for today rather than plan for tomorrow. So, what does this behaviour mean for the future of today’s millennials?

The 100-year Life: Are you prepared?

We all want to live a long and fulfilled life, and that includes being able to enjoy our retirement years to the full. However, as we all begin to live longer, concerns have been raised over the Government’s ability to fund the futures of our ageing population.

The cost of living alone

Recent Office for National Statistics (ONS) analysis reveals the financial situation and personal wellbeing of those living alone.

Retirement planning in 2019/20 – what is new?

As we welcome in a new tax year, here is a look at pension planning for 2019/20.

Market Commentary

Monthly Market Commentary – March 2019

A review of Q1 2019 when equities rebounded, supported by market expectations that the Federal Reserve will not raise interest rates this year.

Monthly Market Commentary – February 2019

A look back on markets in February when easing trade tensions helped support equity market gains.

Monthly Market Commentary – January 2019

A look back on markets in January, when equities received a lift from signals that the US Federal Reserve would be more patient with interest rate increases.

Quarterly Reports

Market Review – Quarter 4 2017

A Q4 economic and market overview to help you stay informed of global themes that could impact your portfolios.

Market Review – Quarter 3 2017

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

Market Review – Quarter 2 2017

A Q2 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 01.07.19

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

Finance in the News – w/c 24.06.19

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