Market Update: A blooming May for the UK

Global equity markets are rising and the UK is now doing well, the Bank of England is dovish and Sterling is holding up - is political change less worrisome here than elsewhere?

/ 13th May 2024

DPMS Portfolio Commentary May 2024

Despite a somewhat rocky start to the year, Q1 2024 proved to be very strong across equity markets due to improving profit growth expectations, falling inflation, optimism around interest rate cut timing and excitement around Artificial Intelligence (AI) in the Technology sector. Whilst some elements of inflation proved to be stickier than first thought, markets have shrugged this information off and continue to look to the future with a period of rate cuts from Central Banks albeit at a later staged than initially thought.

/ 8th May 2024

Market Update: Still sticking to the plan

Central bankers give confident message that inflation targets will be met.

/ 7th May 2024

Market Update: Inflation, a common side effect of growth  

The rose tinted market outlook of the first quarter expected a rebound of inflation, and it’s now showing in the latest data.

/ 29th April 2024

What Will Your Legacy Look Like?

Effective IHT planning is a careful balancing act. It’s about ensuring you can live comfortably and meet your care needs while also considering how to pass on your wealth in the most tax-efficient way. Navigating these complexities can be challenging, but it’s entirely manageable with open communication and careful planning.

/ 24th April 2024

Market Update: Market quiet on the Middle Eastern front

Capital markets have corrected at the same time as the conflict in the Middle East intensified, yet the asset price dynamics tell a different story.

/ 22nd April 2024

Market Update: What the return of volatility tells us

Positive market sentiment is put to the test as US rate cuts seemingly disappear over the horizon and Europe, with less resilient markets, looks very likely to see the first cut in June.

/ 15th April 2024

The Top 10 Fundamentals for Successful Investing

Investing serves as a mechanism for amplifying your wealth. It can assist you in expediting the repayment of your mortgage, augmenting your retirement savings or safeguarding your child’s financial future. However, before you invest your money, be ready for a long-term engagement. Read our full guide on our top 10 fundamentals for successful investing.

/ 9th April 2024

Market Update: Bumpy start to the quarter

After such a strong six months, market volatility returned along with increasing oil prices, are economics and geopolitics or market dynamics to blame?

/ 8th April 2024

April Team News

The Vizion Wealth team has had a very busy first quarter.  Tax-Year End is always a very busy time for us and we love that it gives us a chance to catch up with our clients and assist them with year-end planning.

/ 3rd April 2024

Our Guide to Protecting Your Family, your Biggest Asset

Life is unpredictable and filled with a multitude of potential risks. By understanding and selecting the right insurance policies, you can confidently navigate life’s uncertainties, knowing that you’ve taken steps to safeguard your and your family’s financial wellbeing. Read our full guide to protecting your family, your biggest asset.

/ 2nd April 2024

Market Update: Stick to the plan

Following their policy meetings, the big central banks presented the calm message that their plans are working, and markets are inclined to believe them.

/ 25th March 2024

Market Update: The flipside of inflation – growth

Of late European stocks are outshining their US peers even though Europe’s economies are mostly in recession – are diverging interest rates coming?

/ 18th March 2024

Market Update: At least currency markets notice the budget

Currencies proved to be the one mildly exciting market dynamic in a week otherwise shining more with what did not happen, rather than with what did.

/ 11th March 2024

ISAs: End of Tax Year Reminder

This time of year presents an opportune moment to examine both your personal and business finances to ensure they are structured to optimise your tax efficiency. Despite the ongoing freeze on many tax rates and thresholds, numerous strategies remain for organising your financial matters tax-efficiently. We've outlined some of the key areas in which you are able to make the most of tax-saving measures before the deadline arrives:

/ 8th March 2024

Spring budget 2024

Jeremy Hunt delivered his fourth statement as Chancellor of the Exchequer with a Budget focused on long-term growth and improving domestic prospects. The biggest issues that he looked at addressing included productivity, taxation and domestic market support.

/ 7th March 2024

Our Guide to Individual Savings Accounts

Investing in an Individual Savings Account (ISA) is a tax-efficient, flexible method for future planning. One of the most attractive features of an ISA is its tax benefits – it’s immune to both Income Tax and Capital Gains Tax on any growth within the fund or on income you withdraw. This makes contributing to an ISA an intelligent decision for those looking to grow their wealth while minimising tax liabilities.

/ 6th March 2024

Market Update: Winners and losers of stabilising yields

The ECB meets this week, and the BoE in two weeks’ time. Interest rate and yield volatility has calmed amid signs that some can now bear the cost of new debt. Is this a sign that we’ve reached an equilibrium?

/ 4th March 2024

Vizion Wealth named one of the UK’s Top Rated Firms 2024

We're thrilled to announce that Vizion Wealth has been named one of the UK’s Top Rated Firms 2024 by VouchedFor. This recognition highlights our dedication to providing our clients with the highest quality financial advice and support.

/ 29th February 2024

Our Guide to Year-End Tax Planning

As we approach the end of the tax year on 5 April 2024, it presents an ideal opportunity to assess and leverage the various allowances and reliefs available to enhance your tax profile. Allocating time for this review can provide valuable insight into potential opportunities for you and your family.

/ 26th February 2024