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Review of the week: Gloves off?
Last Updated: June 12, 2025
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
Review of the week: One year on
Last Updated: February 20, 2023
The war in Ukraine has caused misery in Eastern Europe, upended global trade and sharpened world politics. An era of cheap hydrocarbons is now behind us, and further energy shocks could be on the horizon.
Staying invested during volatile markets
Last Updated: July 4, 2025
The S&P 500, an index comprised of the 500 largest companies in the US, is down -20% from its value at the start of the year. Even UK government bonds, considered to be one of the safest and least volatile asset classes, are down by double digits. Bond prices move inversely to interest rates, and so this year’s rising interest rates have adversely impacted prices, ending what had previously been a 10-year bond market rally supported by a steady decline in interest rates.
It's good to talk
Last Updated: August 13, 2024
If approached in the right way, family get-togethers can present a great opportunity to discuss your financial plans.
Tax allowances: Use them or lose them
Last Updated: February 13, 2024
Make sure you're not paying more tax than necessary by taking advantage of all your annual allowances. See below for a checklist of what you need to know.
How much will you need for a financially secure retirement?
Last Updated: August 15, 2024
It's never too early or late to plan for your golden years by setting some goals to make the most of your savings and investments.
Finance function for the future
Last Updated: June 12, 2025
The pandemic has transformed many areas of charity operations. However, it does not appear to have significantly affected charity finance management.
Financial planning for later life care
Last Updated: October 18, 2024
Later life care is something you can prepare for financially sooner rather than later. We look at the key areas to be aware of and how a financial planner can help.
Review of the week: Tax cuts or a conservative Budget?
Last Updated: July 4, 2024
The Chancellor hopes to narrow Labour’s yawning lead in opinion polls with a tax-cutting Budget. Giveaways may be stymied by a poor economy and higher costs of public services.
Weekly Digest: Taking stock – Trump’s first 100 days
Last Updated: June 12, 2025
With Donald Trump’s first 100 days as President coming to an end, his approval ratings – in the polls and in the markets – have taken a beating. Has investor sentiment gone too negative?
Planning ahead with will writing
Last Updated: August 5, 2024
Writing a will can seem a daunting prospect. While it can seem an easy task to put off, it's one of the most important things you can do, not only for yourself but your loved ones as well.
Review of the week: Too close to call
Last Updated: November 4, 2024
Bond yields rise in the aftermath of the UK Budget and with Americans poised to go to the polls.