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Market Commentary March 2025

Market Commentary March 2025

Introduction The FTSE 100 hit another record high in February, and both the UK and the Eurozone fared surprisingly well in the face of Trump’s tariff threats. How long European equity markets will continue to outpace US markets remains to be seen but for now it is with some irony that Trump’s aggressive economic policy …

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Last Minute Tax

Last Minute Tax

There’s just over two months left till the end of the tax year on 5 April. Here are key changes to have in mind, and things you can do to ensure you don’t miss out. The end of the tax year is a predictable annual reset for many financial and taxation-related allowances. Although these are …

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Inheritance tax essentials guide

Inheritance tax essentials guide

Inheritance tax (IHT) is one of the most important considerations for anyone with a significant estate they wish to pass on. But far from a rich person’s tax, every year more families are dragged into paying so-called ‘death duties’ thanks to rising asset prices, inflation and the harmful effect of fiscal drag. Fiscal drag is …

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Market Commentary February 2025

Market Commentary February 2025

Introduction The FTSE 100 hit record highs in January, as Donald Trump took office for the second time. The announcement of US trade tariffs on Mexico, Canada and China have caused some turbulence and whilst the EU seems to be in Trump’s line of sight next, there are strong hints that the UK may have …

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The Year Ahead For Personal Finances

The Year Ahead For Personal Finances

As a New Year arrives, so too do new challenges, opportunities and changes to keep in mind. Here is a guide to what to expect and other aspects to consider. Although the New Year doesn’t in and of itself provide a legal reset of our finances (we have to wait till the end of the …

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