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In the meantime, below are our latest articles, insights and updates for your convenience. 

Money management

Webinar invite: what’s in the 2021 UK Autumn Budget?

21 Oct

   |   45 mins (incl Q&A)

Join John Williams and Andrew Robins on 28 October at 12.30pm UK time as they flag the announcements from Rishi Sunak’s 2021 Autumn Budget, and discuss what they mean for UK tax payers and their families.

Investing

Options for uncertain investors

19 Oct

   |   7½ mins

Many clients hesitate to invest. They have often realised the reasons why, but want to hold back given we live in uncertain times. Rebecca Cretney highlights the points she raises in her conversations, as well as the advantages and disadvantages for the options to be considered.

Retirement planning

Achieving financial success in retirement

19 Oct

   |   43 mins

John Williams, head of wealth planning, joined Simon Prescott, senior wealth planner as they explained what clients should be aware of as they transition from a career, or running a company, to retirement, and how they might achieve financial success in a phase of life called decumulation.

Investing

The week in review

19 Oct

   |   5½ mins

The week of 11 October saw inflation increase higher than had been expected in the US and raised the prospects of action by the Federal Reserve in its November meeting. Meanwhile, growth forecasts for developed markets were cut slightly as supply chain issues continue.

Investing

September's investment market commentary

18 Oct

   |   2 mins

During September, the economic and corporate environment remained positive, however some equity sectors are beginning to look fully valued.

Money management

Contactless limit increase - a cause for concern?

14 Oct

   |   5 mins

The UK has increased the contactless payment limit to £100 – should this be cause for concern?

Investing

The week in review

12 Oct

   |   5½ mins

The week of 4 October saw persistent inflation amid signs of slowing economic growth, with fears of stagflation stoked. While the US announced a disappointing new job number for September, but a fall in unemployment.

Money management

Island life – what to consider when relocating to the Channel Islands

11 Oct

   |   5 mins

With the opportunity to work from home, with only occasional trips to the office, more people have looked to move out of London. But what locations are on their list? David Haynes flags the reasons many might choose the Channel Islands, and some aspects of a move that people should be conscious of.

Investing

Quarter end investment webinar: navigating the brave new world

7 Oct

   |   45 mins

Rebecca Cretney was joined by Tom Caddick on 7 October at 12.30pm UK time to discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Investing

The week in review

5 Oct

   |   5½ mins

The week of 27 September saw inflation data in Europe surprising on the upside on the back of surging energy prices and ongoing global supply issues. It comes as central banks signal that interest rate increases are more likely sooner.

Retirement planning

Decumulation matters for retirees

30 Sep

   |   7 mins

As the number of people and timelines in retirement grows, how can we ensure that the funds we have accumulated in investments, pensions and savings will cover us to the end of our days in decumulation, even if we won’t give up work?

Investing

The week in review

28 Sep

   |   4 mins

The week of 20 September saw some signs of a deceleration in the growth momentum across both Europe and the US, as supply chain issues continued to limit the goods and services available to meet surging post-pandemic demand.

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