News
What was announced in the mini-budget?
Kwasi Kwarteng, in his new role as chancellor, unveiled his plans for growth, bringing down inflation, backing businesses, and helping households. Although much of its content was already known, it still contained a few surprises. What changes have been made to...
What are bear markets and how long do they last?
We tell our clients that investing is risky. However, it is during bear markets that this becomes real. Like most fears, the best way to deal with them is to understand them, know your options, and be confident that they will pass. What is a bear market? A bear market...
What is the Trust Registration Service and what do I have to do?
The deadline for registering trusts on the new Trust Registration Service (TRS) of 1st September 2022 is fast approaching. As a reminder, the new rules, introduced on 6th October 2020, extended the scope of the TRS to UK (and some non-UK) trusts. Previously, only...
Market Commentary Q2 2022
It Will Be Romantic A few years back Mrs R and I (though more Mrs R, if truth be told) thought it would be an excellent idea to buy a house that needed a little work. By little, I mean, lots. Mrs R, having watched a few episodes of Grand Designs proclaimed, “it’s only...
Should I continue to fund pensions if I have Lifetime Allowance problems?
When looking at the Lifetime Allowance things are not as simple as they seem. The case study below looks at some of the things to consider. Mr Bloggs is a 57-year-old consultant surgeon with the NHS. His wife is 52 years old and works for a pharmaceutical company,...
What habits might work against my financial future?
We all have heard the phrase ‘Humans are creatures of habit’. However, do habits help or hamper us when we think about money? Habits are behaviours and preferences we develop based on our views and belief systems. They are mental shortcuts or scripts that help us to...
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