News &
Financial Updates

When is it time to retire?

It may sound like an easy question but, right now, it is a moving target.

Multi-asset outlook: equities to grind higher

In this short video, Johanna Kyrklund, Global Head of Multi-Asset Investments, explains why she favours US and emerging market equities and expects stocks to continue to rise.

Draft regulations published regarding maturing child trust funds

Draft regulations have been published that will mean the funds in maturing Child Trust Fund accounts can retain their tax-advantaged status after maturity.

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?

Market Commentary

Monthly Market Commentary – July 2018

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

Monthly Market Commentary – June 2018

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

Monthly Market Commentary – May 2018

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

Quarterly Reports

Market Review – Quarter 1 2014

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 11.11.19

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

Finance in the News – w/c 04.11.19

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