Our 39th anniversary as a wealth manager
Well, the years rush past... August marked the Firm’s 39th anniversary. From a lowly beginning to becoming one of the largest independent financial advisory and wealth management firms in the area and now discretionarily managing over £1/4billion, we trust with a reputation to reflect that success for itself, its staff and most importantly for...
Great British ISA plans will not be allowed to hatch
Plans for the ‘Great British ISA’ have been shelved before they were hatched, sadly.
The idea was unveiled in the previous Government’s final Budget (as it turned out) earlier this year by the then-Chancellor Jeremy Hunt.
The scheme would have allowed savers to invest an extra £5,000 into London-listed equities on top of the existing £20,000...
Don’t get fined if you have to complete a tax return this year
Self-assessment Tax Returns are a pain for the self-employed and increasingly for many modest investors who may not have realised they need to complete one – with many more fines being issued as a result.
A Freedom of Information (FOI) request from City platform AJ Bell notes has found that 3.6million people are due to...
Sterling effort, investment and taxes
The US Dollar’s the lowest against Sterling since April 2022. That’s a 20% ascent for Sterling since the Sept 2022 low. It has been weaker these last few weeks as it is expected that interest rates will be cut even though US inflation readings are mixed. Currency volatility can work for you or against...
What is a good investment opportunity right now?
The simmering stock market pot subsides
I am pleased to report that the rumbles in markets proved short-lived. However, having ‘biggest losses since 1987’ for Japan and then clawing the way back again (well, still 13% off its peak) is not helpful and a potential portent for the over-priced sections of the Globe.
Volatility is your friend when it is upwards...
Don’t become an ‘advice gap’ statistic and lose out
We’ve talked before of the dubious choice of investors trying to ‘go it alone’ and of the value of sound independent advice across all manner of financial needs.
So it is worrying that the numbers of people who sought financial advice last year dropped to only 9% apparently, a drop of 18% on the year.
Research...
This too shall pass – market volatility is no need to panic
UK shares, Budget and what’s next?
Good news in that the Bill about Investment Trust charges’ reporting is very much back on parliamentary agenda. Readers might recall the Election stymied the last attempt. Success would be a very useful outcome for holders of these investment vehicles and see reductions in discounts to asset values as well as open new investment...