Wealth lens
If knowledge is power, having financial knowledge can give you more power over your financial future
- The wealth tax: why, what, how, who, and when?The government is in a bit of a bind. Prime Minister Johnson’s manifesto pledge to ‘level up’ the UK’s local economies takes the reintroduction of austerity measures off the table in the immediate future. That leaves the government having to look at ways to increase its income. And that means taxes.
- Launch of Multi Manager Fixed Income FundsMarcus Brooks, our Chief Financial Officer, is joined by Senior Investment Specialist, Steve Mann, to share some exciting benefits from the new funds that we're introducing for our clients' investments.
- Monthly Investment Outlook - January 2021Our analysis suggests that there is more growth to come during what we expect to be a gradual, post-Covid-19 return to “normal”. However, we have reduced our preference for some companies that have delivered substantial stock price gains already.
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- VideoLaunch of Multi Manager Fixed Income FundsMarcus Brooks, our Chief Financial Officer, is joined by Senior Investment Specialist, Steve Mann, to share some exciting benefits from the new funds that we're introducing for our clients' investments.
- Focus on...The wealth tax: why, what, how, who, and when?The government is in a bit of a bind. Prime Minister Johnson’s manifesto pledge to ‘level up’ the UK’s local economies takes the reintroduction of austerity measures off the table in the immediate future. That leaves the government having to look at ways to increase its income. And that means taxes.
- Focus on...Can paying your grandchildren’s school fees be a good way to reduce potential inheritance tax liabilities?We all want the best for our grandchildren. We’d also like to reduce our inheritance tax (IHT) bills. Could paying for your grandchildren’s school fees be a good way to achieve both aims?
- SnapshotChart of the Month - US Dollar IndexThe US Dollar Index provides an indication of the value of the dollar relative to a broad range of other currencies.
- Our viewsMonthly Investment Outlook - January 2021Our analysis suggests that there is more growth to come during what we expect to be a gradual, post-Covid-19 return to “normal”. However, we have reduced our preference for some companies that have delivered substantial stock price gains already.
- Our viewsMonthly Investment Review for December 2020Global equity prices rose in December as vaccine deployment began and central banks reiterated the need for their continued support.
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