Month: March 2026

Market Update: Markets hold their breath

Donald Trump’s apparent olive branch to Iran helped to temporarily stabilise markets last week. Stock prices gained a little in the early part of the week, government bond yields fell back from recent highs, and energy prices dropped back from last Friday’s peak. None of these moves were that big, however, and, more importantly, all were brief.

/ 30th March 2026

Securing Your Legacy

Planning how your wealth is passed on is one of the most important aspects of long-term financial planning. While trusts are often perceived as complex or reserved for the very wealthy, they are, in reality, a highly practical and flexible tool for managing and protecting assets.

/ 26th March 2026

Market Update: Challenged optimism

The Iran War keeps dragging down markets. Israel’s strike on Iran’s South Pars gas facility, followed by Iran’s strike on a Qatari liquified natural gas facility – the largest in the world – saw crude oil spike above $115 per barrel and European natural gas prices surge. The FTSE 100 dropped 2.3% on Thursday, and European stocks similarly fell. Escalation has forced markets to reconsider their optimistic view on the extent of the war. At the same time, though, we suspect these events have made de-escalation more likely.

/ 23rd March 2026

Market Update: It takes two to TACO

Stock markets pulled back over the last couple of days, as oil prices rose to around $100 per barrel (pb). Before that, equities had been holding up okay, particularly large cap stocks. Sterling has slipped about 0.5% against the US Dollar which has helped to offset some equity weakness, meaning global equity portfolios are only slightly lower. Bonds continue to be surprisingly weak, especially in the UK. The 15-year UK government bond now yields 5.16% (0.5% more than before the war).

/ 16th March 2026

Guide to Year-End Tax Planning 2025/26

As the 5 April tax year deadline approaches, many individuals overlook valuable opportunities to arrange their finances more tax-efficiently. This guide highlights key areas of personal taxation, from making the most of your pension and ISA allowances to strategic planning for Capital Gains Tax and Inheritance Tax. It also explores the benefits of charitable giving and provides a checklist of final actions to consider before the end of the tax year.

/ 12th March 2026

Market Update: War disrupts energy markets

The Iran war has plunged markets into uncertainty with spot Brent crude oil above $105 per barrel (and having touched $120 pb) and European natural gas prices now more than doubled. European and Asian stocks have been hit harder than the US, and the dollar has risen – reversing recent trends. 

/ 9th March 2026

Market Update: Outright war on Iran’s leaders begins

In response to the US-Israeli military strikes and Iran’s responses, markets have reacted in the way most would have expected. 

/ 2nd March 2026