Month: December 2023

Market Update: Central bank Elves boost 2023 Santa rally

The scrooges of last year’s Christmas, US central bankers, put markets in a warm festive mood this week by surprisingly declaring ‘peak rates’ - is the US getting ahead of Europe and the UK once again?

/ 18th December 2023

Expanding Horizons: Tean Hatt

We’re thrilled to announce the newest addition to the Vizion Wealth family, Tean Hatt, a seasoned and highly knowledgeable financial advisor with an impressive track record in the industry. I’m personally delighted because I worked with Tean for 5 years at Hargreaves Lansdown until 2011 when i left to set up Vizion Wealth. Tean's arrival not only strengthens our advisory team but also reaffirms our commitment to providing top-notch financial advice and services to our clients nationwide.

/ 15th December 2023

Taxing Times for 2023

As we approach the end of the year, taxpayers should begin assessing their tax obligations. This is not a task to be left to the eleventh hour, especially considering tax changes coming into effect in 2024. By understanding your tax obligations early on, you could avoid unwelcome surprises.

/ 11th December 2023

Market Update: A bit of a downer

We review November’s cheery asset performance below. Early December is also currently on a positive track and trading volumes have been higher than November’s averages generally, suggesting quite a bit of capital is being put to work by investors. 

/ 11th December 2023

Market Update: Higher for shorter on the horizon

As we have written here over the past weeks, the distinct turn in sentiment that drove markets in November was, once again, mostly about central banks and the likely path of interest rates. After October was about ‘higher for longer’, early November transitioned to ‘no more rate rises and the next move is down’, when inflation came down far more than most had expected. In this past week, we have heard discussions of Eurozone rate cuts in time for Easter.

/ 4th December 2023

Our Guide to Making A Will

We often avoid thinking about the inevitable, but planning ahead is crucial, especially when it comes to securing your loved ones’ futures. Writing a Will isn’t just a legal formality; it’s a way to ensure your assets are distributed per your wishes and your family is cared for even when you’re not around.

/ 1st December 2023