Accreditation, investments & good news
The Association of Investment Companies has introduced a new form of accreditation for advisers. It is training which explains how investment companies quoted on the markets differ from their ‘open-ended’ brethren which most investors are sold and explains the advantages and possible disadvantages. AIC launches Investment Company Accreditation In its first week,...
UK tax boost and healthy investments
So we’re told the Chancellor had £31billion more in tax receipts in January than he expected. So much for forecasts… who’d like to forecast how many forecasters predicted that? It may be very controversial to say so, but Liz Truss and Kwazi Kwarteng were the closest but that’s another story (and their problem was...
It’s never too early to save for the next generation
Spring investments
Capital Gains Tax window is almost closed
We’ve done better than most for our clients
New Year reflections: Looking ahead and a tip
Will there be a New Year bounce?
This really is a Happy Christmas and a very prosperous New Year! I promise this is my last epistle till 2023.Are we going to enjoy the traditional Christmas and New Year bounce? It’s not encouraging and the portents aren’t favourable but some year-end rebalancing may just give us some good news. Otherwise,...









