News &
Financial Updates

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 paradox of choice

The world of investment is fast-moving and ever-changing. There are many asset classes to choose from. Each of them has their own characteristics and can deliver different returns over any given time period.

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 – 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 2015

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

Market Review – Quarter 2 2015

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

Market Review – Quarter 1 2015

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 16.09.19

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

Finance in the News – w/c 09.09.19

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