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Latest News

Navigating the Coronavirus – Part 2

This week the Dow Jones Industrial Average (The Dow), which is the oldest U.S. stock market index, posted its biggest single-day percentage gain since 1933, up over 11% in one day! Volatility both ways (up and down) remains off the charts with all of the year’s best and worst days happening in March… So what is happening?

 

Navigating the Coronavirus

What a difference a fortnight can make!  I last wrote a couple of weeks ago and over that time we have seen the global effects of the Coronavirus, so I thought I would write again to keep you updated. I am sure you are well aware there is a global pandemic with over 183,000 cases […]

 

Market Volatility and Covid-19

Most likely you would have heard in the news that the world stock markets have retraced some of their growth, that’s the same, non-emotional way as the news headlines saying ‘trillions of dollars has been wiped off the value of the world’s companies’. What they did not tell you is that in the preceding months, […]

 

Inheritance tax planning ahead of the Budget

There is a real concern that the inheritance tax rules may be due for a change. A couple of recent reports give an outline of the areas that may receive attention. One of these is the exemption for “normal expenditure out of income” and clients who can use this exemption may like to take early action. Read this article to find out more.

 

January Inflation Numbers

The CPI for January showed an annual rate of 1.8%, up 0.5% from December. Read this article to find out where the inflation increased and decreased during this period.

 

Buy To Let and FTSE: The Last 10 Years

The Great British Public has long had a love affair with bricks and mortar, witness the continued (if waning) popularity of buy-to-let. It set us wondering what the last decade revealed about the returns from UK residential property compared to UK shares.

 

Struggling with your New Years Resolutions?

The number one reason most people don’t stick to their new year’s resolutions is that they set unrealistic goals. It’s called the “False Hope Syndrome” where a person’s unrealistic expectations about the likely speed, amount, ease and consequences of changing their behaviour. So what can you do to improve your chances of achieving your goals?

 

 
 

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