Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.


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In this issue we take a look at interest rates, bonds and the FTSE
In this issue we take a look at the FTSE, inflation and the budget
In this issue we take a look at the inflation and ISAs
In this issue we take a look at gifting your house, mitigating capital gains tax and inflation

UK News

Investors are refusing to provide an expected first £500m by the end of this month.
Official data shows the economy contracted during the last two quarters of last year.
The RAC warns of "carmageddon" as heavy traffic is expected during the Easter getaway.
Xiaomi's entry into the electric car market comes as a price war has been intensifying.
The former boss of bankrupt crypto exchange FTX is due to be sentenced for multi-billion dollar fraud.