Monthly Markets Review – November 2024
US equity markets rallied in November, in the wake of Donald Trump’s election victory. Equities were buoyed by expectations that his policy programme will lift growth, lower taxes and cut regulation.
Don’t leave cash on the sidelines in the face of shrinking interest rates
Many people have large amounts of money in savings accounts, but holding too much cash in short-term products can be detrimental to wealth-building efforts. With savings rates falling, you risk sabotaging long-term returns.
Monthly markets review – October 2024
Markets paused for breath in October, as investors became more concerned about longer-term inflation.
What does the US Election result mean for your investments?
The United States has voted: Donald Trump is returning to the White House as President. This raises the question for many as to how this decision will affect financial markets.
Budget round-up: Tax changes to capital gains, pensions and IHT
Chancellor Rachel Reeves’ first Budget has introduced a number of changes to the tax regime. This article rounds up the key changes and explores some of the consequences for your personal finances.
Monthly markets review – September 2024
Markets returns were positive in September, with some dispersion in equity returns. Read on for our latest market commentary for the month of September 2024.
Autumn Budget: How Labour might change pension taxation and capital gains tax
We take a closer look at some of the potential reforms that the new government could implement on 30 October.
Monthly markets review – August 2024
A sharp shock to share markets in August was followed by a gradual recovery and more settled conditions. Read on for our latest market commentary for the month of August 2024.
Build a ‘pot for life’ for your children with early investing
Making small, monthly pension or ISA contributions can give children a hugely valuable pot of money for later life. The key to success lies in starting early.
Achieve your investment goals (earlier) by selecting the right funds
Professional investment management expertise can help to avoid pitfalls including investing in undesirable funds, and paying excessive fees.
