13 October 2023 In times of market volatility, it’s easy to panic. If you review your investments and see their value fluctuating, the temptation to sell up and return to the “safety” of cash is sometimes understandable. However, as we discussed in depth last month, keeping a lot of wealth in cash can leave it […]
13 October 2023 In the third instalment of our meet the team feature, keep reading to get to know three valued Depledge team members: Andy Thorp, Sarah Rowson, and Chris Thorp. Andy Thorp What’s your role here at Depledge? I’m a client and paraplanning support administrator. I work alongside the paraplanning team to help maintain […]
13 September 2023 If you witnessed your investment portfolio go through a range of significant fluctuations in the past three years, you are not alone. The Covid-19 pandemic caused supply chain issues and economic slowdown, the effects of which are still being felt to this day. Plus, Russia’s invasion of Ukraine in February 2022 sparked […]
13 September 2023 Since December 2021, the Bank of England (BoE) has raised the base interest rate 14 consecutive times in order to combat rising inflation. This comes after the institution lowered the rate to just 0.1%, a historic low, in the face of the Covid-19 pandemic. In August, the BoE’s Monetary Policy Committee (MPC) […]
13 September 2023 Last month, we introduced you to two of our team members in the first of many meet the team instalments. Keep reading to learn about three more of our treasured cohort: Andrea, Dan, and Mike. Andrea Dingsdale What’s your role here at Depledge? I am head of operations at Depledge, which means […]
17 August 2023 Inflation has spiked in recent times, with the rate standing at 6.8% as of July 2023, the Office for National Statistics (ONS) reports. The two main catalysts for this inflationary pressure have been the Covid-19 pandemic and the Russian attack on Ukraine. More specifically, key supply lines have been damaged during these events […]
17 August 2023 In a bid to gain popularity before the next general election, which is set to happen before January 2025, some senior Conservatives have launched a campaign to scrap Inheritance Tax (IHT). Launched in 1986 to replace Capital Transfer Tax, which essentially held the same function as IHT, the tax has existed in […]
17 August 2023 Our dedicated team forms the engine that keeps our firm running smoothly. So, why not get to know us a little better? To start off this series of “meet the team” articles, read on to find out more about two of our financial planners, Andrew and Ben. Andrew Day What’s your role […]
Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one way to pass on wealth to your family. Each option has advantages and drawbacks that […]
20 July 2023After the challenges that 2022 presented to investors, the first six months of 2023 has brought relief to global markets, although some regions are still seeing downturns as the year goes on. The below table exemplifies how global indices performed between April and June 2023. Source: JP Morgan Last time, we discussed the […]