The Next Level Up

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 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.

Click here to read more

Green Shoots

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.

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.