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Stock Take After ending 2023 with a bang, global stock markets started 2024 with a negative week. Markets ended 2023 strongly as confidence grew that interest rates had, more or less, peaked….

Improve your financial wellbeing – five top New Year’s resolutions

At a glance We’ve probably all got one or two money habits that we’d be better off without. Leaving your self-assessment tax return until the last minute for example or skipping an…

Surround yourself with stars: why building the right team is critical to growth

At a glance For Reece Donnelly, small-business owner and recent contestant on TV’s The Apprentice, building an effective team has played a big part in his success, helping him to hit £1…

Festive fun and financials: talking about money at Christmas

At a glance For many, Christmas isn’t just about festive cheer, endless charades and falling asleep in front of Die Hard. Whether you actually celebrate Christmas or not, the holiday season can…

WeekWatch

Stock Take Markets were on central bank watch last week, as policymakers in the US, UK and Europe met to make their final interest rate decisions of the year. First up was…

Dealing with the financial ‘downs’ of daily life

At a glance Life has a habit of lobbing us curveballs, even if we have the best laid plans for our finances. You can’t predict when you’ll need to help your children…

Building good money habits in 2024

At a glance Get 2024 off to a tax-smart start The start of a new year is a perfect time of year to break old money habits and make some new ones….

Making tax-smart gifts this Christmas

At a glance Putting a tax-smart gift in their Christmas stocking Christmas is the time for giving, but this year, many of us still need to watch every penny. With many families…

WeekWatch

Stock Take With the Christmas break rapidly approaching, UK investors will be hoping for an early present from the Bank of England’s Monetary Policy Committee when they meet later this week. It’s…

The importance of responsible investing

At a glance When looking at the value of a company, often financial figures will only tell part of the story. We believe considering non-financial, environmental, social and governance (ESG) elements as…

Giving the whole family a head start this tax year-end

At a glance Putting your family first When you’re in your 40s and 50s, you can sometimes feel like you’re financing three generations, not just one. Many people find themselves caught in…

Five things you need to know about Inheritance Tax

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…

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