Investors should not delay in disclosing their assets With the latest HM Revenue & Customs (HMRC) campaign aimed at targeting investors with overseas assets, some investors could be worried about the impact this could have on their overseas investments, and others could be put off from investing overseas altogether. However, it’s not all doom and […]

How much risk are you willing to take? It is impossible for an active manager to always outperform the market, but through the process of stock selection, active management introduces the potential of generating market-beating returns.

Legitimate planning could save you money by reducing a potential tax bill With tax increases the prospect for the foreseeable future, it is essential that you make the most of every available tax relief. Using the tax breaks available to you also makes good financial sense.

Tentative signs of economic growth Tentative signs of economic growth, receding risks, plentiful nearly free liquidity and financial markets on fire – what was not to like about the investment landscape at the end of 2013? It is tempting to believe that what happened ‘yesterday’ will happen again ‘tomorrow’ (especially if momentum has been paying […]

Sheltering up to £11,520 tax-efficiently means taking action NOW Time is running out if you want to make the most of this year’s Individual Savings Account (ISA) allowance, so you’ll need to get your skates on.

Expert, flexible approach to accumulating and managing wealth We provide clients with an expert, flexible approach to accumulating and managing their ealth. Understanding your financial circumstances is crucial in making sure we tailor the right investment solutions for you. Regardless of what stage of life you’re in, we can help you to protect and grow your […]

Prioritising short-term needs as opposed to long-term goals Recent years have brought tremendous change around the globe, change that affects us all. People are trying to navigate this shifting landscape, but it’s not easy.

You’d better get your skates on with the end of tax year fast approaching No one likes to pay more tax than they have to but one of the challenges of wealth is the high taxation it attracts. With real-terms tax increases the prospect for the foreseeable future the pressure is on to make the […]

Taking a step up the risk ladder means assessing your appetite for risk It has been a torrid time for cash savers over the past five years. The Bank of England Base Rate has been on hold at its 300-year low of 0.5% since March 2009. Although there have been murmurings of a possible rise […]

Yields have dropped across the asset classes, except for equities He may only have been in the job for just over six months, but Mark Carney, the Governor of the Bank of England, has already signalled his intention to do things differently and this is most noticeable in his concept of ‘forward guidance’.