Month: March 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