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...
US tech, justice and taxes
Just two weeks after the Election and avoiding politics altogether this time, I shall neither labour any points or be too liberal with my commentary on markets and tax-planning. You may think that I am unable to reform my approach, though I hope that the style of writing does not treat you as green...
The King’s speech and ‘pensions shake-up’
It’s some three weeks since the election and the new Government has unveiled a raft of measures in its first King’s speech, including some wide-ranging changes to pensions.
The Pension Schemes Bill is being hailed as a win for savers with an estimate it could put an extra £11,000 into retirement pots.
In short, workplace pension...
Election results
I realise this is hot on the heels of the last missive (it’s a short one!) but whatever your politics, I offer my hearty congratulations to Sir Keir Starmer on his success yesterday. The outcome is very decisive and we wish him and all of his soon-to-be-assembled team all the very best in managing...
Election Eve looms
Well, we are almost there. Have you cast your vote yet (by post)...? Election Day is tomorrow and if you have an unused postal vote, you can still take it to your polling station and hand-in the envelope.
However, first, to cheer you up and to change the subject, next Christmas is now nearer than...
Regulation is well-intended but is it pushing some advisors to the brink?
People do not necessarily consider financial services from the other side of the desk – and of course, why should they? They turn up at the office of an Independent Financial Adviser (IFA) seeking advice and answers for their specific situation.
But we thought it might be helpful to share some insights into the effects...
UK rise and Nvidia flying dangerously?
So after a useful catch-up, the UK market has pushed past France to regain top spot in European markets in capitalisation terms. That is also partly following the poorly-received election announcement by M. Macron. However, it should never have lost its status...
Inflation comes back-in to descend to the Prime Minister’s target of 2% (well...
Market rises and speculation
The politics of investment?
So the Dow Jones pushed up again, breaching 40,000 and almost double its March 2020 pandemic low. At the depth of the financial crisis in 2009, it was 7,062. Still, you know my sentiments in the short-term here... what possibly could go wrong over there?
How are investments similar to politics?
Well, here’s one. Over the...









