We tend to think of Wills as a simple list of ‘who gets what’ when we’re gone. But the truth is, a well-planned Will is one of the most powerful financial tools you’ll ever have.
NEWS
Retirement
SHOULD WE CONSIDER THE POTENTIAL FOR A CHANGE IN THE WAY THE UK TAXES PENSIONS?
The Labour Government has indicated its desire to fill a fiscal black hole and of course there is only one viable way to do this in the short term…increase taxation. They could rely on economic growth but that comes with some financial risk and significant uncertainty.
NEW YEAR RESOLUTIONS – FOR THE WHOLE OF 2024
It’s never too late to turn over a new financial leaf – whether it’s the new year or not. Reflecting on our financial goals and the habits we need to put in place to reach them should be a regular date in our yearly diary.
LATEST NEWS
MIDDLE EAST ESCALATION: EARLY MARKET IMPACT & PORTFOLIO IMPLICATIONS
Following the weekend escalation involving US – Israeli strikes on Iran and Iran’s subsequent response, markets have – so far – reacted in a relatively orderly way. The immediate transmission mechanism is energy, because the Strait of Hormuz is a critical chokepoint for global oil and gas flows.
GETTING MY HEAD AROUND AI: WHY MARKETS ARE EXCITED — AND NERVOUS
Artificial Intelligence has moved from novelty to necessity in what feels like months. Markets have reacted accordingly. Some technology shares have surged on the promise of AI, while others have fallen sharply on fears that AI could undermine existing business models. Like many investors, I’ve been trying to get my head around what is actually happening — and why the stakes suddenly feel so high.
UK TAX: THE PAIN DEFERRED – WHY THE REAL IMPACT COMES LATER
Financial markets were primed for sharp, immediate tax rises. Commentators warned of fiscal tightening. Yet when the Chancellor delivered the measures, the initial reaction was muted. Markets barely moved. The plaster came off—and it didn’t hurt.
THOUGHTS ON THE IMPACT OF THE BUDGET
In the weeks leading up to the UK Budget, the industry has struggled to read the signs from the Treasury as to what was most likely to happen in the Autumn Statement and what new taxes were to be introduced – we just knew that tax would rise.