Over three hundred and fifty years ago, back in 1665, Isaac Newton socially distanced himself from the horrors of the then rampant bubonic plague and – away from his burgeoning academic career at Trinity College in Cambridge – enjoyed a ‘year of wonders’ at his childhood home. During this period he formulated a theory of universal gravitation, explored optics and discovered differential and integral calculus.
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The COVID-19 outbreak has led to unprecedented volatility and tremendous declines in wealth, but we have faith that once the pandemic is defeated, the wild swings in the financial markets will abate and prosperity will return. But what cannot be so easily recovered is the loss of a job, the loss of a business, or, worst of all, the loss of a loved one. While it is our duty to provide timely market insights, please know that now, more than ever, the health and safety of you and your families is at the forefront of our minds.
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Inheritance Tax is often described as a voluntary tax as there are many ways we can mitigate its impact. One instrument that is available to all, but often overlooked, is the Deed of Variation. Ed Froggatt discussed this option with his client, Peter, who went ahead and amended his fathers will in order to potentially save his estate up to £400,000 of inheritance tax on his death.
The Telegraph ran a feature on the advice, which can be accessed here.
If you would like to discuss your IHT position and options to reduce your liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free 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.
We’re delighted to announce that Latrena Petkova has been named one of the Rising Stars of 2020 by Investment Week.
In association with HSBC Global Asset Management, Investment Week looked at all aspects of diversity throughout the next generation of talent in the wealth management industry. As an integral part of our team, we hugely appreciate Latrena’s talent and hard work, and its great to see this being recognised by a well-known industry publication.
Investment week noted “The nominations received for Investment Week’s Rising Stars series were vast and contrasted. Yet our exclusive list is able to demonstrate how many investment firms are enabling young, diverse talent to succeed.”
In the feature, Latrena says “In an industry that lacks diversity in all aspects, as a part-business owner at 33, I feel my story goes some way to show women and the BAME community that you can make your mark in the investment industry, as long as you do not allow yourself to be pigeonholed or underestimated. I continually make efforts to push beyond the usual parameters and break through the received ‘ceiling’ in my role. Importantly I do not believe this has been to the detriment of my home life.”
I am sure you will join us in congratulating Latrena, both on this achievement and on the recent birth of her second child, Mabel.
Read the full article here.
It can be unsettling for investors when their portfolios and the markets start heading into the red. Here are six investing basics to keep in mind during volatile times.
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A successful investor faces many hurdles, some of which are external and some internal. Monday’s dramatic fall on the global markets – the worst in a single day for two years, or four years, depending on which major European or American equity index you wished to cite – could not fail to capture attention.
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I am not going to ask you about how your New Year resolutions are shaping up, but the observation above about the tenuous nature of many of them is a not unusual occurrence for many of us. Naturally, the same can happen with financial market predictions. Thoughts that appeared valid and respectful considerations about the upcoming twelve months, can seem by the end of January tarnished and facile. Such is the nature of financial markets.
An integral part of our investment process is getting the asset allocation right. Citywire publication, New Model Adviser wanted to look under the bonnet at how 3 firms manage money on behalf of their clients. Andy Butcher took part in the Asset Allocation roundtable discussion at the end of November. The transcript can be accessed below.
Asset Allocation Adviser Roundtable
If you would like to speak to us about your investments, please do not hesitate to contact us here.
As someone who needs glasses, I know firsthand that 20/20 vision and the ability to experience the beauty and clarity of life is amazing. As we embark on the start of a new year, clarity and foresight is exactly what investors are seeking, especially with the daily dose of unprecedented headlines we receive. In hindsight, the guidance our team of economists, strategists, and portfolio managers gave last year proved prescient as ~90% of our ten themes for 2019 were accurate.
The advice world is constantly changing. Where will we be in 12 months’ time, or even 20 years’ time? Andy Butcher spoke with the Citywire publication New Model Adviser about the future of advice.
You can listen to the podcast here.
If you would like to discuss any of the matters covered please feel free to get in touch.