• UK Spring Statement 2025: What it means for your money

    We analyse the key measures announced in the UK Spring Statement and how they could impact personal finances, investments, and the wider economy.

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  • What do these two characters have in common?

    The answer is that both work for Pepsi*. Which might be a bit surprising, because we most often think of Pepsi as a worse/better alternative to Coca-Cola (delete as appropriate, we don’t take sides).

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  • Is this a moment?

    We may never know whether former Prime Minister Liz Truss was thinking “this is my moment” while her chancellor delivered the government’s growth plan.

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  • US Election Update

    Former President Donald Trump has retaken the White House on a policy of widespread tax cuts, reduced immigration and lessened regulation.

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  • Autumn Budget

    Labour delivered their first Budget in 14 years today, with Chancellor Rachel Reeves delivering her spending and tax plans to parliament.

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  • As the government hints at tax rises, should clients be worried?

    There is already much speculation as to where the Labour Government will find the funding to make up their £22 billion budgetary shortfall.  The FT Adviser article, available by clicking on the link below, suggests possible ways in which personal taxation may be affected. Please do not hesitate to get in contact to speak to an adviser if you have any concerns. Click here to read: “As the government hints at tax rises, should clients be worried?”

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  • What’s to follow on from a Labour victory?

    By Brooks Macdonald The results are in. Following a convincing Labour win, the UK has voted for a change in government, electing Sir Keir Starmer as the new UK Prime Minister. Despite the seismic political earthquake, financial markets barely registered a tremor. Indeed, in the weeks leading up to last week’s General Election, investors have been looking everywhere but UK politics. Investors have arguably been responding to a relatively more optimistic investment picture: a constructive mix of improving economic growth, moderating underlying inflation, and the start of interest rate cuts from the Bank of England later this year. This has…

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  • UK Election 2024

    Considering the reasons behind the July 4th General Election decision and the potential impacts for investors.

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  • The Truth about “Stuff”

    “The TRUTH is, that all of the “STUFF” here on earth we work so hard to buy and accumulate… does NOT mean a thing. At the end of the day… people will be cleaning out our “STUFF”, going thru our “STUFF”, figuring out what to do with all of our “STUFF” we’ve accumulated in our life.  The only thing of VALUE that remans are the MEMORIES and what we deposit into others. May we all learn to spend less time accumulating “STUFF” and spend way more time making MEMORIES”.

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  • Spring Budget

    At a glance here are the main points from a financial planning perspective.

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