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Admin
Mar 36 min read
Review of the UK economy in February 2025
The UK economy unexpectedly grew in the final three months of last year, although more recent evidence still points to a sluggish outlook


Alex Shairp
Feb 252 min read
Don't invest under the 'finfluence': Beware social media
People are increasingly seeking financial guidance on social media. Trusting social media, however, comes with risks


Alex Shairp
Feb 192 min read
ON YOUR AGENDA - END OF TAX YEAR PLANNING
It's good to reflect on your personal finances at this time of year. Don't leave it to the last minute to get your finances in order.


Alex Shairp
Feb 162 min read
RETIREMENT PLANNING: HOW TO PREPARE FOR THE LONGEVITY MEGATREND
Research suggests most of us are vague when it comes to financial increased longevity. People who use an adviser tend to be better prepared


Admin
Feb 66 min read
Review of the UK economy in January 2025
The Chancellor outlined her plan to boost economic growth during a speech in Oxford


Alex Shairp
Dec 3, 20242 min read
How should high-net-worth individuals invest?
HNWIs need access to good quality, highly personalised financial advice now more than ever


Alex Shairp
Nov 26, 20242 min read
How to align your wealth with values
The modern purpose-driven investor has abundant ways to make a difference.


Alex Shairp
Nov 21, 20242 min read
Women take the lead on opening Junior ISAs
Despite the gender pay gap, women have surpassed their male counterparts by over 9% when opening junior ISAs


Alex Shairp
Nov 19, 20242 min read
Why should you care about correlation of investments in your portfolio
If two different investments are perfectly correlated, their value will rise and fall by the same amount, at the same time.


Admin
Nov 18, 20246 min read
Review of the UK economy in October 2024
OBR projections suggest Labour's first budget will provide "temporary boost" to UK economic output.


Alex Shairp
Nov 12, 20242 min read
Avoiding the unretirement 'tax trap'
Many over-55s are considering unretirement but are not aware of the tax implications, which could increase their tax liability.


Alex Shairp
Nov 5, 20242 min read
Navigating a multi-retirement reality
One of the new trends relates to families with more than one generation retired at the same time


Admin
Oct 31, 20247 min read
AUTUMN BUDGET 2024
With a £40bn hike, Chancellor Rachel Reeves delivered the highest level of tax increases in a Budget since 1993


Alex Shairp
Oct 29, 20241 min read
Uptick in IHT receipts: What lies ahead?
Frozen thresholds continue to take their toll as IHT, once a tax reserved purely for the super wealthy, impacts more of us

Alex Shairp
Oct 22, 20242 min read
The Global Economy's Sticky Spot: Navigating Growth Challenges
TLDR Global growth is expected to remain steady, but inflation and geopolitical tensions present challenges for investors. Despite global...


Alex Shairp
Oct 15, 20246 min read
Unpacking Economic Trends: A review of the UK Economy in September 2024
National debt could triple over the coming decades


Alex Shairp
Sep 3, 20246 min read
REVIEW OF THE UK ECONOMY IN AUGUST 2024
In early August, the Bank of England (BoE) sanctioned the first reduction in interest rates since March 2020


Alex Shairp
Aug 30, 202412 min read
HOW TO BE TAX SAVVY IN THE UK: A FINANCIAL ADVISER'S GUIDE TO MINIMISING PERSONAL TAX BURDENS
This simple guide outlines some options you have for investing tax-efficiently.


Alex Shairp
Aug 5, 20246 min read
REVIEW OF THE UK ECONOMY IN JULY 2024
Figures released last month by the Office for National Statistics (ONS) showed the UK economy grew faster in May than had been predicted...


Alex Shairp
Jul 22, 20246 min read
CHARTING YOUR GOLDEN YEARS: A QUICK GUIDE TO UK RETIREMENT PLANNING
Planning for retirement can be daunting. This blog offers some tips to make it easier.
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