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These are interesting, unprecedented and challenging times.  As we perhaps see some light at the end of the COVID tunnel, markets seem more sanguine than they might or perhaps should. However, investment markets are supposed to be proactive, not reactive and after a short, savage period of capitulation the animal spirits seem to have quietened ...

This blog post is a reaction to the recent disruptions in global investment markets driven largely by the worldwide spread of the coronavirus, COVID-19. We would like to share a brief summary and give you some of our current views on the evolving situation. A combination of the disruption to the global economy of the ...

With the end of the 2019/2020 tax year fast approaching, it is time to consider different financial planning opportunities that may help to reduce your overall tax liability. Below, we have highlighted some key tax-planning opportunities available and what you can do to ensure you are maximising allowances and reliefs before the 5 April.   ...

Rishi Sunak presented his first budget yesterday, where he was trying to provide a balance between supporting the economy through the COVID-19 pandemic, ending austerity whilst also trying to promote regional growth. Alongside the budget, the Bank of England delivered an unscheduled emergency rate cute from 0.75% to 0.25%. Excellent news for people taking out ...

2019 was a good year for investment markets generally after a challenging 2018. For the UK investor, portfolio performance in the final quarter was strongly influenced by Sterling strength and equity style shift as the market tilted towards value and cyclical stocks. This is something that has happened a few times over the last 10 ...