December 1, 2023
December 2023 Investment & Economic Update
Our latest monthly investment update for December 2023 examines how the global investment markets, economy, and commodities are performing.
Check out below all the articles and updates from Kellands.
December 1, 2023
Our latest monthly investment update for December 2023 examines how the global investment markets, economy, and commodities are performing.
November 2, 2023
Our latest monthly investment update for November 2023 examines how the global investment markets, economy, and commodities are performing.
October 25, 2023
Starting estate planning early and implementing it in stages is desirable.
October 3, 2023
Our latest monthly investment update for October 2023 examines how the global investment markets, economy, and commodities are performing.
September 6, 2023
Our latest monthly investment update for September 2023 examines how the global investment markets, economy, and commodities are performing.
September 1, 2023
New research highlights many have a lack of confidence in their retirement prospects.
August 1, 2023
Our latest monthly investment update for August 2023 examines how the global investment markets, economy, and commodities are performing.
July 19, 2023
A few ideas to help you increase your chances of a comfortable retirement.
July 3, 2023
Our latest monthly investment update for July 2023 examines how the global investment markets, economy, and commodities are performing.
June 18, 2023
Recent research study highlights a significant gap in the money skills of many youngsters.
June 3, 2023
Our latest monthly investment update for June 2023 examines how the global investment markets, economy, and commodities are performing.
May 9, 2023
Why the golden rule of investing is even more pertinent in times of uncertainty and volatility.
May 5, 2023
What to take into account before deciding whether to put money into a pension or an ISA.
May 3, 2023
Our latest monthly investment update for May 2023 examines how the global investment markets, economy, and commodities are performing.
April 27, 2023
Asset allocation is a fundamental concept in investment management that helps investors manage their risk while maximising their returns.
April 20, 2023
Ready to retire, but worried about your savings running out? Read on for a few tips.
April 17, 2023
Pension pots have always had a role to play in inheritance tax planning but the scrapping of the pensions lifetime allowance means you could now potentially leave large sums completely free of inheritance tax.
March 28, 2023
Rising inflation and costs mean the amount of money you need to enjoy later life has risen significantly.
March 16, 2023
In his first Budget as Chancellor, Jeremy Hunt has announced several measures to re-engage those who have left the workforce and encourage business investment.
March 3, 2023
Our latest monthly investment update for March 2023 looks at how the global investment markets, economy, and commodities are performing.
February 20, 2023
With the end of the tax year fast approaching, there may still be time to review your tax and financial affairs to make sure you have optimised all your tax allowances and tax planning opportunities. So here’s a few of things to look at before the start of the new tax year on 6 April 2023.
February 1, 2023
Our latest monthly investment update for February 2023 looks at how the global investment markets, economy, and commodities are performing.
January 16, 2023
New research has highlighted the value of financial advice for couples.
January 3, 2023
Our latest monthly investment update for January 2023 looks at how the global investment markets, economy, and commodities are performing.
December 5, 2022
Our latest monthly investment update for December 2022 looks at how the global investment markets, economy, and commodities are performing.
November 3, 2022
Our latest monthly investment update for November 2022 looks at how the global investment markets, economy, and commodities are performing.
October 20, 2022
A look at market sentiment in the current environment.
October 3, 2022
Our latest monthly investment update for October 2022 looks at how the global investment markets, economy, and commodities are performing.
September 11, 2022
In commemoration of Queen Elizabeth, Queen of the United Kingdom and other Commonwealth realms
September 2, 2022
Our latest monthly investment update for September 2022 looks at how the global investment markets, economy, and commodities are performing.
August 2, 2022
Our latest monthly investment update for August 2022 looks at how the global investment markets, economy, and commodities are performing.
July 22, 2022
Despite rising inflation and the cost-of-living crisis, why you should think twice before dipping into your pension to help out your finances.
June 23, 2022
Why investors and those planning for retirement need to keep calm and take a long-term view.
June 4, 2022
Our latest monthly investment update for June 2022 looks at how the global investment markets, economy, and commodities are performing.
May 18, 2022
With an ageing population, an increasing retirement age and less certainty in what to expect from your pensions, it could be a good time to review what you want from your later life.
May 3, 2022
Our latest monthly investment update for May 2022 looks at how the global investment markets, economy, and commodities are performing.
April 25, 2022
Only a quarter of pension savers using a workplace pension believe their current retirement saving rate will not be sufficient for later life.
April 4, 2022
Our latest monthly investment update for April 2022 looks at how the global investment markets, economy, and commodities are performing.
March 22, 2022
As another extraordinary financial year comes to a close, it’s more important than ever to make good use of your annual pension allowances. Giving your pension savings a boost and assessing where you stand will give you peace of mind that you are on track to enjoying the retirement you are planning for.
March 3, 2022
Our latest monthly investment update for March 2022 looks at how the global investment markets, economy, and commodities are performing.
March 1, 2022
The Russian invasion of Ukraine last week has sparked more uncertainty and volatility in the financial markets
February 3, 2022
Our latest monthly investment update for February 2022 looks at how the global investment markets, economy, and commodities are performing.
January 26, 2022
The pandemic saw more people start investing whilst others invested more through the enforced savings brought about by lockdown.
January 4, 2022
Our latest monthly investment update for January 2022 looks at how the global investment markets, economy, and commodities are performing.
December 2, 2021
Our latest monthly investment update for December 2021 looks at how the global investment markets, economy, and commodities are performing.
November 25, 2021
According to new research, more than half of UK adults say the Covid-19 pandemic has affected their retirement plans.
November 2, 2021
Our latest monthly investment update for November 2021 looks at how the global investment markets, economy, and commodities are performing.
October 19, 2021
The latest study from the Pensions and Lifetime Savings Association (PLSA) provides a guide to what income you may need
October 11, 2021
Many bereaved families are missing out on significant inheritance tax rebates
October 1, 2021
Our latest monthly investment update for October 2021 looks at how the global investment markets, economy, and commodities are performing.
September 27, 2021
A look at how to make the most of your pension pots and other investments to generate a decent retirement income.
September 2, 2021
Our latest monthly investment update for September 2021 looks at how the global investment markets, economy, and commodities are performing.
August 4, 2021
Latest statistics show a 4% increase in tax take with almost a third more families affected
August 2, 2021
Our latest monthly investment update for August 2021 looks at how the global investment markets, economy, and commodities are performing.
July 14, 2021
Price inflation in the UK is still rising, with the official rate up to 2.5% in the past year.
July 1, 2021
Our latest monthly investment update for July 2021 looks at how the global investment markets, economy, and commodities are performing.
June 17, 2021
An alternative way of looking at your financial affairs, providing you with food for thought.
June 8, 2021
A spate of recent surveys shows both how people have responded to pensions throughout the pandemic and their general lack of understanding and engagement.
June 1, 2021
Our latest monthly investment update for June 2021 looks at how the global investment markets, economy, and commodities are performing.
May 19, 2021
Whilst investors are increasingly prioritising socially responsible investments, fund managers are getting in on the act too.
May 4, 2021
Our latest monthly investment update for May 2021 looks at how the global investment markets, economy, and commodities are performing.
April 29, 2021
The pension lifetime allowance (LTA) has been around for 15 years, but the possibility of a potential 55% tax charge on ‘excess’ pension savings still causes confusion and anxiety for many.
April 6, 2021
Today is the start of the new tax year, so this could be the best time to take advantage of one of the tax breaks available to you, by opening a Stocks and Shares ISA.
April 1, 2021
In our latest monthly investment update for April 2021, we look at how the global investment markets, economy, and commodities are performing.
March 23, 2021
Aaron Pitt, Chartered Financial Planner at Kellands, takes a look at this perennial issue.
March 8, 2021
Today is International Women’s Day, a day which celebrates the social, economic, cultural and political achievements of women from around the world. It is also an opportunity to look into the gender investing gap and what can be done to help encourage women to invest more and take control of their finances.
March 3, 2021
Here’s a quick summary of just some of the salient points for savers and investors as the Chancellor attempted to perform a balancing act.
March 1, 2021
In our latest monthly investment update for March 2021, we take a look at how the global investment markets, economy and commodities are performing.
February 18, 2021
Whilst many investors are tempted to time the market, copious research studies show that it is time in the market that counts.
February 16, 2021
A new set of pension legislation has received Royal Assent to become an Act of Parliament.
February 1, 2021
In our latest monthly investment update for February 2021, we take a look at how the global investment markets, economy and commodities are performing.
January 28, 2021
As we start a New Year it is unusual to be thinking about a year-end. However, the tax year is coming to a close in only a few weeks.
January 25, 2021
Lockdown 3.0 means we are all having to spend more time at home, so why not use some of your downtime to put your basic ‘wealth planning’ house in order?
January 14, 2021
After the unprecedented events of 2020, it is quite likely that your perfectly diversified portfolio of a year ago may now need rebalancing.
January 11, 2021
Could this have been one of the sharpest but also one of the shortest bear markets on record?
January 4, 2021
In our latest monthly investment update for January 2021, we take a look at how the global investment markets, economy and commodities are performing.
December 1, 2020
In our latest monthly investment update for December 2020, we take a look at how the global investment markets, economy and commodities are performing.
November 13, 2020
The latest official figures offer some reasons to be cheerful about the state of recovery in the UK economy.
October 30, 2020
Pensions have become a focal point for many as the coronavirus pandemic has forced retirees to re-evaluate their pension options. Some with Defined Benefit pensions may be tempted to transfer them, but is this the right thing to do?
October 1, 2020
In our latest monthly investment update for October 2020, we take a look at how the global investment markets, economy and commodities are performing.
September 6, 2020
The government has announced that the minimum pension age will rise from 55 to 57 by 2028 to coincide with the rise in the state pension age to 67.
September 4, 2020
Has the Covid-19 pandemic and its associated economic fallout changed your attitudes towards investing?
September 1, 2020
In our latest monthly investment update for September 2020, we take a look at how the global investment markets, economy and commodities are performing.
August 4, 2020
In our latest monthly investment update for August 2020, we take a look at how the global investment markets, economy and commodities are performing.
August 3, 2020
Behavioural biases play a significant role in our decision-making as investors.
July 23, 2020
A scourge of the retail financial services profession are promotions for unregulated investments.
July 2, 2020
In our latest monthly investment update for July 2020, we take a look at how the global investment markets, economy and commodities are performing.
June 25, 2020
When it comes to equity release, there are a lot of myths.
June 3, 2020
In our latest monthly investment update for June 2020, we take a look at how the global investment markets, economy and commodities are performing.
May 17, 2020
A surge in 55th birthdays and the fifth anniversary of pension freedoms were unintentionally timed this year to coincide with the current coronavirus pandemic.
May 4, 2020
In our latest monthly investment update for May 2020, we take a look at how the global investment markets, economy and commodities are performing.
May 1, 2020
During these challenging financial times, to what extent have pension savers been raiding pension pots?
April 16, 2020
The economic impact of the coronavirus pandemic on the UK is likely to be significant, but recovery may be quicker than in other countries.
April 1, 2020
In our latest monthly investment update for April 2020, we take a look at how the global investment markets, economy and commodities are performing.
March 2, 2020
In our latest monthly investment update for March 2020, we take a look at how the global investment markets, economy and commodities are performing.
February 27, 2020
As an investor, how should you be responding to the impact that the coronavirus is having on global stock markets?
February 7, 2020
With an ageing population and a prolonged period of rising property prices, it’s no surprise to see equity release growing in popularity.
February 3, 2020
In our latest investment update for February 2020, we take a look at how the global investment markets, economy and commodities are performing.
January 21, 2020
It’s no secret that the nature of retirement is changing. What used to be considered by many as a quiet, relaxing time in life, is increasingly becoming a period of greater activity.
January 2, 2020
As we start the New Year, we take a look at how the global investment markets, economy and commodities are performing.
December 2, 2019
In our latest monthly investment update for December 2019, we take a look at how the global investment markets, economy and commodities are performing.
November 15, 2019
If you reach retirement age with insufficient savings, you face several choices.
November 1, 2019
In our latest monthly investment update for November 2019, we take a look at how the global investment markets, economy and commodities are performing.
October 24, 2019
What’s your retirement savings target?
October 15, 2019
If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need?
October 8, 2019
The past decade has seen a big increase in ethical investing, although in overall terms, it is still a relatively niche market. In the middle of Good Money Week, which aims to let investors know about the range of ethical and sustainable financial options, we take a brief look at some of the statistics and issues.
September 17, 2019
When do you plan to retire? The date you select for your retirement can have a significant impact on the value of your pension pot.
September 6, 2019
In our latest monthly investment update for September 2019, we take a look at how the global investment markets, economy and commodities are performing.
August 27, 2019
An unusual new bank has taken one of the top spots in a list of the biggest lenders.
August 11, 2019
It’s official. The UK economy has shrunk in size for the first time in seven years.
July 4, 2019
Latest data from the Office for National Statistics (ONS) shows a major increase in the number of dormant pension pots, making the case for the mooted pensions dashboard even stronger.
June 27, 2019
The liquidity of investment funds has come into sharp focus in recent weeks, following the trading suspension imposed on investors in the Woodford Equity Income fund.
June 12, 2019
Latest figures from HMRC show that the average pension withdrawal from pension drawdown schemes in the UK is £7254. This is around 6%-9% of the average pension pot, well above the 4% often touted as a sustainable rate. The upshot is that savers could be at risk of running out of money in retirement.
May 21, 2019
Interest rates have been at record lows for over 10 years, causing problems for income investors, who have had to take on more risk to get some decent income yields. So what can income investors do to maximise their income potential going forward, without risking too much capital?
May 2, 2019
In this latest monthly investment update for May 2019, we look at how the investment markets, the global economy and commodity prices are performing.
April 24, 2019
Brits spend more time planning a holiday than ensuring they have the right pension and financial plans in place.
April 16, 2019
UK dividends reached a record high in the first quarter, growing to a total of £19.7bn.
April 5, 2019
As an extension to the Brexit deal looks to be on the cards, we revisit what this means for investors. Should you delay making further investments at this juncture, or even switch to cash, before there is more clarity on the way forward?
March 29, 2019
Recent research shows that most adults don’t have a will in place and that more than half have no plans to carry out any estate planning to mitigate inheritance tax.
March 1, 2019
In our latest monthly investment update for March 2019, we look at how the investment markets, the global economy and commodity prices are performing.
February 25, 2019
Since the pension freedoms were introduced back in 2015, many retirement investors have opted for income drawdown as part of their retirement income strategy. This can make sense for many, but there are risks involved.
February 18, 2019
Gold is a bit like the Marmite of the investing world; you either love it or you hate it.
January 31, 2019
When equity market volatility strikes, investors often flee to safety in the form of bonds. Fixed income securities (bonds) are traditionally seen as a less risky asset class than equities, although their value can also go down as well as up.
January 14, 2019
Last year was not a good one for global stock markets and many experts have been talking of a global recession in 2019 and beyond. But are these fears premature?
January 3, 2019
As we start the New Year, we take a look at how the investment markets, global economy and commodity prices are performing.
December 14, 2018
Many children get inundated with gifts at Christmas, often based on the latest fad or craze. However, parents, grandparents and relatives wanting to give a Christmas gift that lasts a bit longer might like to consider investing for their child or grandchild instead - for example through an investment children’s savings scheme or a Junior ISA.
December 8, 2018
For investors, it’s always a scary time when markets get volatile - particularly when they start to tumble. So what should investors be doing and should they be reviewing their investment portfolios?
December 4, 2018
As 2018 enters its final month, we have taken a look at how the investment markets, global economy and commodity prices are performing.
November 22, 2018
Some new research has found that only 39% of Brits who have made a will plan to divide their money equally between beneficiaries.
November 7, 2018
State pension age equalisation has taken place in the UK. The gradual change now means that women qualify to start getting their state pension from age 65, the same age as men.
October 30, 2018
Chancellor Philip Hammond has delivered his latest Budget to parliament, the first to take place on a Monday since 1962.
October 17, 2018
In uncertain times, it is always worth remembering the old adage – that time in the market matters more than timing the market.
September 23, 2018
If you are confused by the UK’s inheritance tax regime, recent research shows that you are not alone. Yet getting your inheritance tax planning wrong could mean your family is faced with an unexpectedly high inheritance tax (IHT) bill.
September 9, 2018
As the Brexit deadline of 29 March 2019 approaches, what impact will Brexit have on UK investors?
September 1, 2018
With the summer holidays drawing to a close, the inevitable round of speculation about pension tax relief changes in the Autumn Budget has begun.
August 15, 2018
My property is my pension is a phrase we often hear as financial advisers. Does this stack up?
August 2, 2018
For only the second time in a decade, we have an interest rate rise. This was heavily trailed, and as expected, the rate has been raised from 0.5% to 0.75%. This represents the highest bank rate level since March 2009.
July 9, 2018
As we bask in this long hot spell, many of us will start dreaming of giving up work and enjoying a sunny retirement, doing the things we’ve always wanted to do. However, some recent surveys suggest that many of us could be in for a bit of a shock.
June 20, 2018
For quite a while now, there has been talk of a trade war between the US and China. However, it’s now starting to look serious. So as markets have slipped across the world, what will the long-term impact be on investors?
June 7, 2018
The amount paid in inheritance tax (IHT) reached a record high last year, with over £5.2bn being paid. Yet whilst death and taxes are inevitable, IHT has been called the ‘avoidable tax’ or the ‘voluntary tax’ as with some careful inheritance tax planning there are many ways to avoid it or at least reduce it significantly.
May 18, 2018
With interest rates being held once more last week, and likely to rise only slowly going forward, the debate about whether income investors should look towards buy-to-let to generate the income they need raises its head again.
April 20, 2018
The FTSE100 reached a new all-time high of 7778.64 on 12 January this year. In the three months since then, we have seen the index drop at one point by almost 9% to just below 7000, although it has recovered a bit since then, closing last night up a tad at 7328.92.
April 6, 2018
The new tax year begins today, so the new tax allowances and benefits come into force. This year, most but not all of the changes are good news but here’s a quick guide to what the new tax year has in store for you.
March 23, 2018
With the FTSE100 dipping below 7,000 for the first time in over a year, and with professional investor sentiment fairly negative about UK equities at the moment, what does the future hold for those investing in the UK?
March 3, 2018
With the end of the tax year just over a month away, it’s time once again to consider any last minute tax and pension planning, to make sure you utilise the tax breaks available to you. Here’s just a few ideas and options, some of which may be appropriate for you.
February 16, 2018
The increasing popularity of equity release as part of the retirement planning mix was demonstrated in 2017, which saw new records set in the equity release market.
February 6, 2018
The last few days have seen markets fall around the world, prompting some to consider whether this is finally the end of the current long bull run. Sudden sell-offs can cause consternation amongst investors, so what is the best way to deal with a stock market correction?
January 8, 2018
The start of a new year is always a good time to review your investment goals. To help that process, here are some thoughts on what the experts are saying is in store for 2018.
January 3, 2018
At the start of 2017, there was talk of a Brexit-inspired economic meltdown in the UK, a market correction and interest rate rises. None of these happened. Why was this – and what can investors expect in 2018?
December 8, 2017
For investors, the Santa Rally has proved to be a ‘strange but true’ phenomenon over a lengthy period. So will we see one this year, particularly as 2017 has already seen impressive returns across most stock markets?
November 23, 2017
Yesterday’s budget came and went with no changes to the main tax reliefs and allowances. This is almost unprecedented and represents good news for investors after years of governments tinkering with the rules.
November 5, 2017
The raising of the Bank Rate to 0.5% last Thursday was the first interest rate rise in over 10 years. So has the tide turned, will interest rates now continue to go up – and if so, what impact will higher rates have on investor’s portfolios?
October 22, 2017
Over a million people have taken advantage of the pension freedoms introduced in April 2015, which allow over-55s to take their pensions as cash rather than buy an annuity. However, many are missing out because they do not seek financial advice.
October 5, 2017
Many experts and fund managers are forecasting that Europe could be the place for investors to be over the next few years.
September 19, 2017
Asset allocation is seen by many as the main driver behind investment performance. So what is it and how does it work?
September 4, 2017
If investing jargon is all Greek to you, then smart beta may not initially appeal! However, smart beta represents an alternative style of investing, to add to the more familiar active and passive investment styles.
August 16, 2017
The first half of 2017 saw technology stocks flying on Wall Street. Whilst the passion for all things tech has cooled a bit of late, the world has certainly become a digital and technological marketplace. So as an investor, looking for the next big thing, how can you pick the new Facebook or Google?
July 21, 2017
A recent research report shows that those who receive financial advice are on average around £40,000 better off than those who do not bother to get advice.
July 8, 2017
The general election and the ensuing hung parliament, along with Brexit, could have an impact on pensions. A month into the new parliament, what is the current situation regarding pensions and what is the likely impact on investors?
June 9, 2017
Following last night’s General Election, we now have a hung parliament – as we did back in 2010. The immediate upshot this morning was a fall in sterling of around 2% but at the same time a rise in the FTSE 100 of over 1%, with the index reaching 7545.12, not too far from the current intra-day record of 7,598.99.
June 2, 2017
Whilst some investors select specific stocks, most investors use collective investment schemes. This makes a lot of sense as it reduces risk for the investor.
April 10, 2017
Whilst the start of this tax year sees the new main residence nil rate band (MRNRB) come into effect for inheritance tax (IHT) planning purposes, the recent changes to pension rules have affected the IHT planning world in perhaps a more radical way.
April 3, 2017
When it comes to investing via investment funds, there are two main strategies - active management and passive management.
March 15, 2017
There are still a few weeks to go for year-end tax planning, so here are a few guidelines to help you make any last minute plans.
March 9, 2017
The Chancellor announced in yesterday’s budget that the tax-free dividend allowance will fall from £5,000 to £2,000 a year from April 2018. This means investors should look to act now to make the most of their tax allowances.
March 9, 2017
Whilst there was no change in some areas, the two big talking points of the budget were the reduction in the tax-free dividend allowance and an increase in National Insurance (NI) for the self-employed.
February 23, 2017
When it comes to investing in funds, looking at past performance data is very alluring and is the starting point for many. Because of this, despite the required disclaimer at the bottom of every piece of investment marketing material, stating that past performance is not a guide to future returns, most investors find it difficult not to rely on it.
February 16, 2017
Venture Capital Trusts (VCTs) are continuing to sell well this year, with one selling out within 24 hours, according to last Saturday's Times. The total raised by VCTs in 2016 was £169.5m, well up from the £110.8m in 2015.
January 21, 2017
Friday 13th didn’t prove to be unlucky for the FTSE 100, which reached an all-time high that day, closing at 7,337.81, thus rising for an unequalled 14 consecutive sessions. Since then, the market has fallen back somewhat, leaving investors to ask whether this run can continue or if it has finally run out of steam.
January 17, 2017
At the start of any New Year, people tend to take stock and make plans for the future – holidays, family matters, house moves, cars. A financial review also makes sense at this time.
January 7, 2017
Last night, the FTSE 100 closed with a seventh consecutive all-time high, rising 0.2%, or 14.74 points, to close for the first time ever at over 7,200 (7,210.05). This is approaching the longest run of consecutive closing highs, which was recorded in May 1997, when the FTSE 100 finished at all-time peaks for eight straight sessions. It also represents the fifth straight week of gains.
December 23, 2016
Whether or not we see a Santa Rally this year, both the Dow Jones and the FTSE100 have already been flying high as we approach the year end, despite most expert predictions and the Brexit and Trump votes.
November 24, 2016
In his first Autumn Statement, Chancellor Philip Hammond praised the "strength and resilience" of the UK economy since the Brexit vote and pointed out that the IMF predicts the UK will be the fastest growing major economy this year, with employment at a record high.
November 12, 2016
The Dow Jones ended the week at a record high after the shock Trump victory.
November 5, 2016
The FTSE 100 endured its worst week since January, driven by fears of a Donald Trump victory and the strengthening pound.
October 19, 2016
Inflation rose to its highest level in 22 months in September. The consumer prices index (CPI) rate of inflation increased to 1.0%, up from 0.6% in August and looks certain to go even higher in the next few months, possibly exceeding the Bank of England’s 2% target next year.
October 5, 2016
Stock markets in the UK soared yesterday, with the FTSE100 closing at 7,074.34, its highest level since the record finish of 7,104 in April 2015. Indeed, it came close to setting a new record high, before a last-minute burst of profit taking. Meanwhile, the FTSE 250 mid-cap index did close at a new peak.
September 25, 2016
According to BofA Merrill Lynch, we are in the midst of the second longest cyclical bull market ever. They say the cyclical bull market started on 09 March 2009, and has now comfortably surpassed the June 1949-August 1956 rally, only being beaten by the December 1987-March 2000 advance.
September 21, 2016
Following Brexit, many investors rushed to get out of UK open-ended property funds, but the fall in prices could present an interesting opportunity for the brave investor.
August 31, 2016
Consumer confidence has not been dented by Brexit and nor has the stock market.
August 4, 2016
As widely trailed, UK interest rates were cut today from 0.5% to 0.25% - a record low level and the first cut for over 7 years. The decision to cut interest rates was approved unanimously by the members of the Monetary Policy Committee (MPC) and further cuts were not ruled out.
July 22, 2016
The cutting of capital gains tax (CGT) in the March budget was an unexpected surprise and is good news for those with larger portfolios held outside Isas and/or those sitting on significant gains.
June 25, 2016
So Brexit has won the day and the UK has voted to leave the EU. What impact will the result have on investors?
April 11, 2016
The new pension rules that came into effect just over a year ago mean it could now sometimes make sense to ditch your final salary pension.
March 17, 2016
The budget saw some good news for savers and investors as well as a reduction in capital gains tax.
March 8, 2016
With the drastic reduction in lifetime allowance, many investors are turning to VCTs to top up their income.
March 1, 2016
Significant tax changes are due in April 2016, so reviewing your financial plans ahead of that could pay dividends.
February 22, 2016
The date for the EU Referendum has been set for 23 June. So what impact will it have on the markets?
February 12, 2016
The pensions revolution of April 2015 means pensions can now play an important role in inheritance tax planning (IHT).
February 1, 2016
More pension changes are on the way, which is bad news this time, particularly for high earners.
January 21, 2016
The FTSE100 entered bear market territory on Wednesday, closing over 20% below its previous peak of 7103.98 last April.
January 18, 2016
The last summer budget saw the Chancellor deliver his promise to increase the Inheritance Tax (IHT) threshold to £1m. However, it is not quite what it seems.
January 7, 2016
Warren Buffett famously said about successful investing “Be fearful when others are greedy and greedy when others are fearful”.
2/12/2023
The benefits of a digital pound are unclear but the government should keep exploring it, say MPs.
1/12/2023
The US unveils rules aimed at keeping Chinese components out of electric cars sold in the country.