13 January 2025 Looking back on 2024, it’s fair to say that it was somewhat of a tumultuous year marked by volatility and significant market events. Indeed, from interest rate changes to major elections across the globe, the economic landscape was uncertain at times. Fortunately, despite some events causing uncertainty, markets ended the year on […]
11 December 2024 It’s Christmas – and what is Christmas without sitting down to watch your family’s favourite films under a warm blanket? For many, It’s a Wonderful Life epitomises everything magical about Christmas: an unlikely, heartwarming story about the true value of community and family. What’s more, the film contains a handful of helpful […]
11 December 2024 With just a few weeks left of 2024, you might be setting new year resolutions that you believe will improve your quality of life. These might be diet-related, fitness-focused, or to do with your career. While you’re at it, it may be useful to think about ways that you could improve, alter, […]
11 December 2024 As 2024 draws to a close, we’re taking a moment to reflect on the year and cast our eyes towards what 2025 might hold. The markets have provided a more positive backdrop to client portfolios in 2024 and we’ve made great progress with many clients’ financial plans. As a firm, we’ve had […]
30 October 2024 Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as […]
14 October 2024 In July 2024, we reported that despite some fluctuations, all six of the below indices posted positive returns at the end of Q2. Several significant global events have happened since then. Below are the performance figures for six major stock market indices from around the world in Q3 2024. Source: JP Morgan […]
14 October 2024 Throughout history, there have been thousands of weird and wonderful bequests found in wills. From William Shakespeare leaving his “second best bed” to his wife, Anne Hathaway, to Harry Houdini leaving a secret code for his wife to contact him in the afterlife, how you decide to leave your legacy is up […]
14 October 2024 The UK’s financial landscape has been shifting at a rapid rate for several years, especially since the Covid-19 pandemic hit unexpectedly in 2020. For instance, in the last two years, the government has frozen or decreased several key tax-efficient thresholds and allowances. This is known as “stealth taxation” and has affected those […]
11 September 2024 In the UK, the cost of living crisis is still happening. Since inflation reached its peak of 11.1% nearly two years ago (October 2022), it has now slowed to just over 2%. But many forget that the effects of double digit-inflation are still being felt by British consumers – the cost of […]
11 September 2024 Looking back over the course of your career, it’s likely you are extremely proud of the hard work that brought you to your current position. Earning well means supporting yourself and your family as you progress through life, an achievement which may remain close to your heart. Despite feeling happy about your […]