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Take control of your financial future today
Last Updated: July 22, 2025
The new tax year started on 6 April 2024, giving you a fresh chance to take advantage of all the different tax-efficient ways to save and invest. By using your annual allowances sooner rather than later, your money will benefit from the tax advantages and potential growth earlier.
Review of the week: I predict a riot
Last Updated: July 24, 2025
A plan to sort out France’s unsustainable state spending is in jeopardy as another government is threatened with dissolution by the parliament. Meanwhile, chances improve for a December interest rate cut in the US.
Under the spotlight: offshore investment bonds
Last Updated: July 22, 2025
Offshore investment bonds probably sound more mysterious than they are; the word offshore conjures up an image of somewhere exotic, somewhere with a sunnier climate than the UK! In reality, offshore jurisdictions we would typically consider share our climate and are accessible by ferry and in some cases, jet ski.
Pay less inheritance tax for a bigger legacy
Last Updated: August 11, 2025
None of us like to pay taxes. This article shares tips on how to ensure the tax man doesn’t become your biggest beneficiary.
Review of the week: A platinum reign
Last Updated: July 22, 2025
A long and honourable reign has ended. We are deeply saddened by the passing of Queen Elizabeth II, and our thoughts are with the Royal Family.
Adapting to digital change: building resilient charities for the future
Last Updated: July 22, 2025
In today’s fast-changing digital world, adapting is essential for charities looking to increase their impact. This session will focus on practical ways to build digital resilience, highlighting how charities can use digital tools to improve storytelling, fundraising, audience engagement, and service delivery.
Investment Insights Q2 2023: A reality check on earnings forecasts
Last Updated: July 22, 2025
We’ve certainly had a difficult start to the year, but what is the investment outlook as we look forward to sunnier days ahead? Our latest Investment Insights considers some of the key themes – such as expectations versus reality for US company profits and the search for inflation protection.
Review of the week: Inauguration Day
Last Updated: July 24, 2025
Government bond yields fell back on better-than-forecast inflation as Donald Trump’s first day in office neared. The big unknown for investors is which tariff policy – we’ve heard many versions – the new administration will land on.
Review of the week: The comfort blanket of lower interest rates
Last Updated: July 24, 2025
Stocks are down on underwhelming US economic numbers, but the central bank is likely to ride to the rescue.
The Metaverse, so what’s the fuss all about?
Last Updated: July 22, 2025
Tech giants have grand plans to bring the Metaverse to life. Buzzword or not, the concept is here to stay. Ian Dembinski, our head of client development explores the Metaverse and what all the fuss is about.
Review of the week: Borrowing rises ahead of UK Spring forecast
Last Updated: July 24, 2025
The government is poised to cut public spending. Will its Spring Forecast also tinker with taxes and borrowing? If so, UK government bonds could bear the brunt.
Quarterly Investment Update Q4 2024: The descent of monetary policy
Last Updated: July 24, 2025
Subsiding inflation has allowed interest rates to fall – but are bond markets factoring in too much?