Don’t be a superstitious pigeon when it comes to investing
It’s probably fair to say that many of us have ‘superstitions’ that govern our actions, at least on a superficial level and it was demonstrated in pigeons in the last century!
For example, this could be wearing a ‘lucky shirt’ on game day for those who play various sports or perhaps weddings, which are rife...
Hold fire on pensions Inheritance Tax decision for now…
Reforms announced in the Budget to include unused pensions in Inheritance Tax from 2027 have rightly prompted concern and fears for those planning how to pass on their estate to their family – but don’t do anything rash just yet!
This is because HMRC is running a consultation on these proposals until January 22, 2025...
A pre-Christmas snapshot of the economy and markets
Well, whilst I anticipate another eshot just before the festivities, it seems apt to wish everyone a very Happy Christmas season, celebrations and relaxing times. The new government will be looking forward to some rest and apt navel gazing over the break.
I am sure we shall all be wondering what might ensue from Syria...
Record global dividends but is UK honeymoon over?
Good news that global dividends paid to investors hit a new record in the third quarter. This was $431billion according to Janus Henderson’s latest research, with 88% of companies increasing or holding their payout rates (84% in the UK, though the overall rate dropped in fact, as miners cut their special dividends from before).
Dividends...
What will Inheritance Tax changes mean for farmers and the rest of us?
Farming is a huge part of life for many here in North Devon and there is growing concern at the Government’s decision to change Inheritance Tax rules for farmers (and others in business).
Shortly we shall be writing to clients to clarify some of the changes in the recent Budget from Chancellor Rachel Reeves and...
Citywire Top 100, Budget and MIGO
Thank you Citywire again for the honour of being on the ‘Top 100 Financial Advisers’ list this year! We are very humbled.
Top 100 2024: See the penultimate list of fantastic firms
Whilst the photo Citywire uses still shows me with hair (!), the content is what counts – thank you everyone for the judgment and...
US election ‘shock’ appeals to the markets
A bad Budget for business – but it could have been worse
The Budget has finally been unveiled and while many in the financial and wealth management sector are of the opinion it wasn’t quite as bad as we feared, the Chancellor’s package of measures revealed last Wednesday contained some nasty elements too.
In our opinion it was a business-negative Budget which won’t help the objective of...
Oil prices and energy concerns
Good afternoon. Along with Mr Felix Milton, I have just returned from an encouraging and helpful conference with ACFA – I have not been for a few years so it was a good and worthwhile event to recharge batteries.
We were reminded of the value of the advice and service which a good financial adviser...