The Trump Presidency and UK Equity Markets
In the short-term, the Trump Presidency has buoyed the UK and global equity markets with potentially reflationary announcements.
Tax Year End Planning
HMRC has recently clamped down on tax avoidance, which is defined as “bending the rules of the tax system to gain a tax advantage that Parliament never intended”. This often involves contrived, artificial transactions that serve little or no purpose other than to produce a tax advantage.
Exeter Living Awards 2017 – Legal & Financial Finalist
We are delighted to have been nominated today as a finalist of Exeter Living Awards 2017 in the Legal and Financial category.
Our Investment Commentary for Q4 2016 (1 October – 31 December 2016)
Developed equity markets have performed strongly in Q4 and continuing sterling weakness against the dollar has inflated overseas returns for UK investors.
Autumn Statement 2016 – ‘Just About Managing’
Chancellor Philip Hammond presented his Autumn Statement today which he focused on helping individuals who are ‘just about managing’ (JAM) against a backdrop of a deteriorating economic outlook post-Brexit vote.
New Model Adviser Award – Top 100 Firm 2016
We are delighted that we have been named as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser. This award recognises criteria such as profitability, the proportion of re-investment into the business, qualifications, commitment to the profession, as well as development of best practice.
US Election of President Trump
2016 will be remembered as a turning point in the politics and economics of western democracies.
Our Investment Commentary for Q3 2016 (1 July – 30 September 2016)
The Summer and early Autumn have seen some pleasing returns for UK investors, as continued sterling weakness has flattered overseas returns.
The case for the UK remaining in the EU
Leaving aside Boris Johnson’s bluster and recent unsubstantiated claims that the EU has banned children aged under eight from blowing up balloons and forbidden the recycling of tea bags, there is a really positive vision for the UK remaining an integral part of the EU.
Autumn Statement 2015
Chancellor George Osborne was given significant scope for manoeuvre when he presented his Autumn Statement on 25 November 2015 by the Office of Budget Responsibility (OBR), which upgraded its public financial forecasts by £27b. This extra money, combined with a benign unchanged growth outlook (2.4% in 2015 and 2016) and a number of significant tax […]