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Summer 24 – Financial wellbeing has many facets

August 24, 2024
According to research1, 81% of the UK’s wealthiest individuals are ‘stressed’ about their finances, suggesting financial wellbeing is about more than just the totality of your wealth. So, virtually everyone has concerns about what their financial future will look like.

Spring 24 – What could this election year have in store for investors?

April 7, 2024
If elections have consequences, as Barack Obama said, then 2024 looks like being a highly consequential year. Some 64 countries are due to hold elections this year (including the US, India, Brazil, Russia and very probably the UK), representing over half of the global population and, in economic terms, half of the world’s gross domestic product (GDP)...

Winter 24 – Preparing portfolios for resilience in 2024

January 4, 2024
The past few years have been challenging for investors with a series of unforeseen events and rising geopolitical tensions weighing heavily on global markets and, as a new year dawns, many issues remain unresolved...

Autumn 23 – Lifetime Allowance removal provides pension boost

October 8, 2023
Several months have passed since the Spring Budget, which, although not necessarily packed with good news stories, held one announcement that certainly did bring considerable cheer to higher rate taxpayers...

Summer 23 – Signs of optimism in global economy

July 25, 2023
Although the global economy continues to face significant headwinds, statistics released during the first few months of this year have revealed unexpected signs of resilience...

Spring 23 – Investor confidence returns

April 20, 2023
A recent survey suggests investors are becoming more confident despite ongoing challenges on the economic front...

Winter 23 – Investment focus for the new year

April 19, 2023
By any comparison, the past 12 months have been tough for investors with a series of shocks impacting markets and, as 2023 dawns...

Autumn 22 – The growing need for intergenerational planning

October 26, 2022
With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater.

Summer 22 – The power of purposeful wealth

July 6, 2022
Most people would agree that wealth is not about hoarding money but the financial freedom and flexibility it affords to help us achieve our passions and goals.

Spring 22 – Striking a balance this spring

April 25, 2022
As well as being a season of hope and renewal, spring is also viewed as the ideal time to declutter and reorganise...

Winter 22 – Great expectations for the year ahead

January 18, 2022
Given the challenges of the past two years we could be forgiven for focusing of life's trails and tribulations as a new year dawns...

Autumn 21 – Grounds for economic optimism

September 7, 2021
Although the strength and speed of the global recovery over the first half of this year exceeded most expectations, the economic outlook inevitably remains uncertain...

Summer 21 – Reasons to be cheerful

July 9, 2021
As the country emerges from lockdown, an increasing sense of optimism seems to have filled the air with a much more familiar feel returning this summer...

Spring 21 – Vaccines put a spring in investors’ step

April 15, 2021
The arrival of spring is generally a time of great optimism and this year more than ever we are all certainly in need of a fresh bout of positivity...