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.
A number of global stock markets are at record highs – should you invest now, or wait?
The positive return outlook for equity over long periods speaks for investing your money as soon as you can. Global equities can complement UK holdings.
Pursue your personal investment strategy by bringing pensions together
Combining old ‘defined contribution’ pension schemes into one plan can lead to a reduced administrative burden, lower fees, and better long-term investment outcomes.
Is cash really king? Watch out for the short-term cash trap
Savers are finding comfort in higher rates, but interest earned on cash is rarely sufficient to expand wealth. Investments offer greater return potential in the long run.
What next for buy-to-let investors?
The buy-to-let sector has gone through tough times, but interest rates are stabilising and mortgage product availability is improving.
What do sky-high interest rates mean for your finances?
Interest rates have soared to a 15-year peak, with the Bank of England recently raising the base rate to 5%, while inflation remains stubbornly high. But how will this affect your personal finances, and what action could you consider taking?
