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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.
Alex Shairp
Jul 4, 20243 min read
REVIEW OF THE UK COMMERCIAL PROPERTY MARKET IN JUNE 2024
Flexibility, sustainability and diversification are key trends in the commercial property market so far this year, according to PropertyWire
Alex Shairp
Jul 4, 20246 min read
REVIEW OF THE UK ECONOMY IN JUNE 2024
While last month once again saw the Bank of England (BoE) leave interest rates unchanged at a 16-year high ...
Alex Shairp
Jul 1, 202410 min read
YOUR WINDOW ON MONEY (SUMMER 2024)
This year, summer brings hope of a better financial future as inflationary pressures recede and the economy continues to grow...
Alex Shairp
Jun 12, 20243 min read
REVIEW OF THE UK RESIDENTIAL PROPERTY MARKET IN APRIL 2024
A survey by Savills has found that the prospect of the UK General Election has not put off the majority of home movers.
Alex Shairp
Jun 12, 20246 min read
REVIEW OF THE UK ECONOMY IN MAY 2024
Last month’s release of first-quarter gross domestic product (GDP) statistics confirmed the UK economy has now exited the shallow recession
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