Pensions and Tax Relief – Will it be Cut in March 2016?
2015 Pensions Freedom – Flexible Access to Pensions Over the last few years, pensions have been subject to significant reform as politicians have grappled with the challenges of an ageing population and reinvigorating a long-term savings culture. This year in particular has heralded a pension revolution as new rules came into force on 6 April […]
Investment Trusts
What kind of trends have you seen in the investment trust market presently? In 2015, the majority of investment trust IPOs have been strategies which invest in illiquid assets. One example is Woodford’s Patient Capital Trust, launched in April, which invests in early-stage and early-growth companies. At Seabrook Clark, we often look at using investment […]
SIFA News and Views
Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.
Fee Update
We have recently reviewed our Client Agreement as part of our commitment to providing a transparent fee structure. Please click here for more details. On 24 October 2015 the Financial Times published an article commenting on a Which? survey about how ‘Most financial advisers fail to publish fees’: [blockquote author=”” link=”” target=”_blank”]More than two-thirds of […]
Citywire German Discussion
Matthew was asked by Citywire to have a telephone discussion with a German independent financial adviser regarding the different factors influencing financial services (September 2015, issue 13).
Our Investment Commentary for Q3 2015 (1 July – 30 September)
Global markets were extremely volatile this quarter as concerns over China’s slowing economy became more pronounced. The impact was particularly strong on emerging and Asian economies. The MSCI World Index reflected this decline in sentiment across global equities, falling by 8.53%; their worst quarter for 4 years. UK and US Growth Continues Despite the US […]
China’s Troubles
For many years the ease of development of already advanced industrial methods meant high levels of output led growth. Many anticipated this growth path would continue, but recent events have significantly reined in expectations. This has been reflected by what we have seen across global markets in the past few months and most notably on […]
Citywire Income Plus Magazine
Matthew was the cover star for Citywire’s New Model Adviser Income Plus magazine issue 6 in September 2015. For more details of the publication, please see www.citywire.co.uk/incomeplus The article discusses a strategy for preserving income in retirement by constructing an appropriate diversified investment portfolio.
The Great Fall of China
Investors have been nervous about the slowdown in China’s economy for some time, however, in the last week, this has become a reality for global markets which have experienced a very sharp sell-off.