Knowledge

The government recently announced a rise in National Insurance rates, dubbed a “Health and Social Care Levy”.

15Oct2021

Ermin Fosse

________

September proved to be an interesting month, with a number of thought provoking developments prompting markets to retreat from their recent highs. Rising energy prices became a global concern, along with the ongoing fragile nature of supply chains, and a less accommodative tone from central banks caused both shares and government bonds to fall. Sentiment was further tested by developments in the Chinese property sector.

08Oct2021

Ermin Fosse

________

Despite some growing angst, global equities typically had another positive month in August and for some markets this meant a seventh straight month of gains.

22Sep2021

Ermin Fosse

________

Helping inheritors engage with financial planning now provides them with the best chance of achieving financially stability before their inheritance arrives, managing it tax-efficiently when it does, and capitalising on the hard work already put in.

14Sep2021

Ermin Fosse

________

Back in 2014, the Government announced a rise to the minimum retirement age. Under current rules, funds can be accessed from 55, but this is due to increase to 57 from 2028. The change could make a huge difference to those planning their retirement. So, too, could a proposal in the recently released draft legislation, allowing retirees to retain the current minimum age in some circumstances.

24Aug2021

Nigel Barthorp

Registered Adviser and Partner

July proved another positive month for stock markets, in spite of a modest mid-month pull back. As has been the case earlier in the year, the weakness proved short-lived, with investors buying the dip, allowing some stock markets to finish the month at record highs.

17Aug2021

Ermin Fosse

________