29 Sep The Growth Plan
What the Chancellor, Kwasi Kwarteng, presented to the House of Commons on Friday was definitively not a Budget; it was ‘The Growth Plan’. ...
13 Jul Should you be concerned about long term inflation?
The media is currently full of stories about the ‘cost of living crisis’ as annual inflation has reached a level not seen for decades in the UK. Indeed, judging by what I pay to refuel my car every week, it is certainly a real thing....
28 Jun Long term returns
After the year we experienced in 2020 and the current volatility we are seeing in various asset markets it seems appropriate to remind ourselves that when we invest in equities and bonds we should be doing so for the long-term....
23 Jun Why volatility isn’t the risk which should worry you
I recently read a consultation document regarding proposed changes to the way in which projections for money purchase pension schemes are calculated. ...
17 Jun Briefing Note - Trust Registration Service
This briefing note is designed to provide information and guidance to trustees in respect of the new trust registration service (TRS)...
10 Jun Short term hindsight investing
The approach of short term, hindsight investing isn’t the best way to build portfolios for the future...
26 May What is a safe withdrawal rate?
One of the questions which concerns most investors is the rate at which they can safely draw on their portfolio...
06 May Digital assets and blockchain technology
Are they now too big to ignore? This note explores ten important points to remember if considering an allocation to digital assets in your portfolio. ...
21 Apr Gift Aid
Now that the 2021/22 tax year has ended, the clock starts ticking on completing our tax returns...
25 Mar The Spring Statement
If a week is a long time in politics, then the near five months since Rishi Sunak’s second 2021 Budget feels close to a lifetime....