In the first Monthly Market Commentary of the year, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the largely positive start to the year for many of the world’s leading markets, the struggles of the Chinese economy, and areas for investors to consider for the coming months.
2024 Outlook
The first Investment Strategy Quarterly of the year discusses 10 themes for 2024, plus a look at bonds, energy security, and market performance in a presidential election year. Read all this and more in Investment Strategy Quarterly: 2024 Outlook.
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Giving a generous cash gift this Christmas? How to stop the taxman taking a piece
Andy Butcher spoke with the Telegraph on gifting significant cash sums to loved ones at Christmas and what should be considered when doing so.
The full article can be accessed here.
If you are considering gifting a large cash sum and want to seek advice, please contact us here.
Please note that you are required to register with the Telegraph in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
Foundations for the future
In the last Monthly Market Commentary of the year, Raymond James’ European Strategist, Jeremy Batstone-Carr, looks back over November and discusses a shift in investor sentiment, contrasting economic performances, fiscal policy decisions in the UK and Europe, and more.
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Autumn Statement Analysis 2023
Our Autumn Statement Analysis breaks down the Chancellor’s recent announcement, outlining what it means for you and helping you to plan for the upcoming calendar year.
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Autumn Statement 23: ‘Last roll of the dice’ for government pre-election
Following the Autumn Statement, Andy Butcher provides his reaction to Jeremy Hunt’s announcement, for Investment Week.
Autumn Statement 23: ‘Last roll of the dice’ for government pre-election
If you would like to discuss your financial position with us, please do not hesitate to contact us.
Please note that we are not affiliated with Investment Week and the views and information expressed on their website are their own.
Insight on Inheritance tax ahead of the expected general election next year
Andy Butcher spoke with the Telegraph on Inheritance tax ahead of the expected general election next year.
‘Clock is ticking’ to save Britain from inheritance tax before a Labour government
Parents caught out on inheritance tax by visiting homes gifted to children
There are various ways to reduce one’s IHT liability. If you would like to discuss this further, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
Clouds of war shroud financial markets
In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, discusses the reactions of the financial markets to the conflict in the Middle East. Plus, a look at inflation and interest rates.
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Sailing on strange seas
Our latest Investment Strategy Quarterly looks at various geopolitical and macroeconomic themes, including consumer debt and employment, pension planning, and next year’s US election. Read all this and more in Investment Strategy Quarterly: Sailing on strange seas.
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How parents can dodge Labour’s private school fees raid – and save £60,000
Andy Butcher spoke with the Telegraph on considerations to undertake regarding private school fees.
How parents can dodge Labour’s private school fees raid – and save £60,000
If you would like to discuss your financial position with us, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.