Insights & Ideas

At a glance We all want to do the right thing by our families. Recent research published by St. James’s Place revealed more than two-thirds (69%) of SJP clients expect to provide some form…

WeekWatch Stock Take Has the season to be jolly come a bit too early? Global markets ended November in an upbeat mood. The MSCI World index registered its best month in three…

At a glance We have been living with the cost-of-living crisis since late 2021. Those with young families, and young people in particular are cutting back wherever possible – a quarter of…

Stock Take Last week, a sluggish FTSE 100 suggested that markets are still nervous about the British economy, despite the UK Chancellor talking up its performance during his Autumn statement. One of…

At a glance Even if you’ve saved carefully for long term care, made your Will and got your affairs in order, there’s no knowing when life might suddenly throw you a curveball….

Being tax efficient through all stages of your financial planning journey can contribute to achieving your financial goals. That’s why being aware of the challenges and opportunities that tax, and benefit changes…

At a glance Most exiting business owners use advisers to help them find an appropriate buyer, then guide and manage the sales process. These advisers might include brokers, agents or corporate-finance advisers….

Stock Take After the risk-off mood in October, world markets have staged a strong recovery so far this month, as investors increased their bets that the major central banks have ended their…

At a glance When the time comes to step back from running your firm, appointing an internal successor can allow you the opportunity to plan the transition and make sure it’s as…

Stock Take UK equities ended last week on a down note, after figures revealed the UK economy was flat in the third quarter. Despite a recent pause, the Bank of England has…

At a glance Jake Munday discovered the importance of annual reviews soon after launching his firm Custom Neon in 2018. As CEO and co-founder of the online sign-making company, he realised these…

At a glance It can be a vicious circle. Worrying about paying the bills makes it harder to earn and manage your money. And feeling that you’re not on top of your…