top of page
NEWS
The latest financial planning news and our thoughts.
Here you will find all the latest, relevant news from the world of financial planning, as well as our take on the issues of the day.
Oct 312 min read
A Guide to the Autumn Budget Statement 2024
The Chancellor of the Exchequer, Rachel Reeves, delivered her maiden Autumn Budget Statement 2024 yesterday, Wednesday 30 October,...
170
Jan 231 min read
Tax and Financial Planning Quarterly Bulletin, Jan 2024
Welcome to the latest bulletin in our series which we publish every 4 months (3 times a year). These bulletins cover topical subjects...
240
Nov 23, 20231 min read
Our Guide to the Autumn Statement
The Chancellor of the Exchequer, Jeremy Hunt, unveiled his 2023 Autumn Statement yesterday, alongside an updated economic forecast from...
190
Sep 27, 20231 min read
Tax and Financial Planning Quarterly Bulletin
Welcome to the latest bulletin in our series which we publish every 4 months (3 times a year). These bulletins cover topical subjects...
140
Sep 11, 20233 min read
Being anti-fashion works. Here’s why.
Back in 2022, our Investment Management team said that global equity markets would move sideways with volatility. Looking at the past 20...
180
Jul 19, 20232 min read
UK Inflation falls by lower then expected amount
News in today is that UK annual headline CPI inflation for June was 7.9%, down from May’s figure of 8.7%. In monthly terms, CPI was up...
200
Jul 4, 20231 min read
We’ve made our third business acquisition
We are delighted to announce our latest acquisition. We have completed our purchase of MJH The Independent Financial Adviser, a leading...
290
Jun 12, 20232 min read
Last call to top up your National Insurance years
An important deadline for everyone aged between 45 and 70 years old is fast approaching. If you fall within this age group, you have...
90
bottom of page