Our aim is to keep clients fully informed of the latest developments within global markets as well as providing articles on personal finance, investments, savings and pensions.
To go straight to our latest Independent News magazine, previous articles, or guides for our clients, check out the sections on the left.
November 23, 2017
Yesterday’s budget came and went with no changes to the main tax reliefs and allowances. This is almost unprecedented and represents good news for investors after years of governments tinkering with the rules.
November 5, 2017
The raising of the Bank Rate to 0.5% last Thursday was the first interest rate rise in over 10 years. So has the tide turned, will interest rates now continue to go up – and if so, what impact will higher rates have on investor’s portfolios?
October 22, 2017
Over a million people have taken advantage of the pension freedoms introduced in April 2015, which allow over-55s to take their pensions as cash rather than buy an annuity. However, many are missing out because they do not seek financial advice.
October 5, 2017
Many experts and fund managers are forecasting that Europe could be the place for investors to be over the next few years.
August 16, 2017
The first half of 2017 saw technology stocks flying on Wall Street. Whilst the passion for all things tech has cooled a bit of late, the world has certainly become a digital and technological marketplace. So as an investor, looking for the next big thing, how can you pick the new Facebook or Google?
August 3, 2017
The amount paid in inheritance tax reached a record high last year, with £4.9billion being paid in the 2016/17 tax year. And according to data released last week, in the current 2017/18 tax year, inheritance tax receipts have already increased by a further 22%.
June 9, 2017
Following last night’s General Election, we now have a hung parliament – as we did back in 2010. The immediate upshot this morning was a fall in sterling of around 2% but at the same time a rise in the FTSE 100 of over 1%, with the index reaching 7545.12, not too far from the current intra-day record of 7,598.99.
May 18, 2017
When it comes to investing, it is quite easy to get advice from people – friends, family, journalists and of course financial advisers. They will be only too happy to tell you what to do! However, this article is a little different in that it tells you what not to do.
April 10, 2017
Whilst the start of this tax year sees the new main residence nil rate band (MRNRB) come into effect for inheritance tax (IHT) planning purposes, the recent changes to pension rules have affected the IHT planning world in perhaps a more radical way.
March 9, 2017
Whilst there was no change in some areas, the two big talking points of the budget were the reduction in the tax-free dividend allowance and an increase in National Insurance (NI) for the self-employed.
February 23, 2017
When it comes to investing in funds, looking at past performance data is very alluring and is the starting point for many. Because of this, despite the required disclaimer at the bottom of every piece of investment marketing material, stating that past performance is not a guide to future returns, most investors find it difficult not to rely on it.
January 21, 2017
Friday 13th didn’t prove to be unlucky for the FTSE 100, which reached an all-time high that day, closing at 7,337.81, thus rising for an unequalled 14 consecutive sessions. Since then, the market has fallen back somewhat, leaving investors to ask whether this run can continue or if it has finally run out of steam.
January 17, 2017
At the start of any New Year, people tend to take stock and make plans for the future – holidays, family matters, house moves, cars. A financial review also makes sense at this time.
January 7, 2017
Last night, the FTSE 100 closed with a seventh consecutive all-time high, rising 0.2%, or 14.74 points, to close for the first time ever at over 7,200 (7,210.05). This is approaching the longest run of consecutive closing highs, which was recorded in May 1997, when the FTSE 100 finished at all-time peaks for eight straight sessions. It also represents the fifth straight week of gains.
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