Our latest Investment Strategy Quarterly provides informed insights on what the US economy looks like post-pandemic, the improving UK economy, the changing prices of crops, and asks ‘Is the average stock still worth owning?’. Read all this and more in Investment Strategy Quarterly: The Next Level Up.
Spring Budget Newsletter 2024
Spring Budget 2024: financial services sector industry reaction
Following the latest spring budget, the ‘International Accounting Bulletin’ included Andy Butcher’s comments on the new British ISA announced in yesterday’s statement.
Spring Budget 2024: financial services sector industry reaction
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 the International Accounting Bulletin and the views and information expressed on their website are their own.
UK Spring Budget Preview – What Wealth Managers Expect
Ahead of the upcoming UK Spring Budget, Andy Butcher provides his insight on what to expect regarding inheritance tax and capital gains tax for the ’Family Wealth Report’.
UK Spring Budget Preview – What Wealth Managers Expect
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 the Family Wealth Report and the views and information expressed on their website are their own.
Flying High
In this month’s Market Commentary, Raymond James European Strategist, Jeremy Batstone-Carr, looks back on the strong performance of many of the world’s leading markets, the ongoing popularity of investment in artificial intelligence, and whether this current stock market strength can last.
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Green Shoots
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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