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Market Commentary: Monthly Bulletin November 2024

03 Dec 2024

November was a positive month for most developed markets, as investors received more certainty on policy following the election of Donald Trump as US President and positive news on global corporate earnings for the third quarter.

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Market Commentary: Monthly Bulletin October 2024

04 Nov 2024

October was a mixed month for markets, with all eyes on the Autumn budget, the US election and key economic data from the US.

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Your Autumn Budget update – the key news from the chancellor’s statement

09 Oct 2024

The chancellor has delivered the Labour government’s first Autumn Budget. Here’s a useful summary of the key measures Rachel Reeves announced in her statement.

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Market Commentary: Monthly Bulletin September 2024

02 Oct 2024

Markets were mixed over the month, as China Stimulus measures helped boost Asia and Emerging market stocks. Meanwhile in the US we saw a surprising 50 basis point rate cut from the Federal Reserve which signaled to markets that the economy could be slowing.

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How expert advice can help your clients plan for later-life care fees

02 Sep 2024

UK life expectancy is generally rising, but that could mean more years spent in ill health. From planning early to considering immediate care plans and factoring in a contingency, professional financial advice can help to ensure your clients can afford the later-life care they need.

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Market Commentary: Monthly Bulletin August 2024

02 Sep 2024

The beginning of August has seen major equity indices fall significantly driven largely by weaker than expected US jobs data (prompting fears over a recession), the Bank of Japan unexpectedly raising interest rates for the first time in many years and weaker earnings from several ‘Big Tech’ firms.

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5 ways financial advice can help you manage your tax bill as a high earner

07 Aug 2024

Tax is inevitable, especially as a high earner, but that doesn’t mean that you shouldn’t claim the relief you are due or look for ways to cut your tax bill

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