Yet another Blue Planet letter
Dear Client and friendsI am immensely angry that despite warnings to the Trust in regard to the use of data from regulatory disclosures, many clients have received a second letter from Blue Planet. I wanted to assure clients that they have to do nothing as a consequence. Again I must issue a full letter...
Happy 70th anniversary Your Majesty
The nation will be celebrating the Platinum Jubilee of Queen Elizabeth II from tomorrow (Thursday) with a four-day bank holiday weekend so we thought it might be interesting to compare the financial situation in the 70 years between then and now.
Her Majesty actually ascended the throne on 6 February 1952 but did not wish...
Wobbling markets and avoid the inheritance trap
The markets are deciding to have yet another wobble. The tech-based Nasdaq is now down 25% from its high and all those relying upon its major components for their cheap global tracker funds are beginning to realise that that’s not such a good idea after all when ‘all’ the tech stocks unravel so significantly...
The tax year is over! And why you really need good advice
Well, April 5 has happened and year-end investment reports will be produced now. We were manically busy in the run-up to the tax-year end but some people still missed the deadlines for Pensions and ISAs, people who are really in the ‘must use’ camp. We do try!We also had considerable funds ready for applications...
Avoid being duped and why good guidance is so important
Market news, discontented winter, investment and pensions
It seems we are entering a temporary ‘wobble’ period prefaced by developments on Ukraine’s border. These are disturbing and I hope will abate rather than escalate.However, this could be the precursor to a meltdown of US Tech in that the falls on Nasdaq have been savage and swift and these will percolate through to...