True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
True lifelong financial planning for the serious business of life.
True lifelong financial planning
for the serious business of life.
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The initial reaction to Liberation Day, when the US unveiled tariffs on countries it believes have taken advantage of it, was not a good one. The scale of tariffs, which reach close to and above 50% for many countries in Asia, is a clear message: the old economic order is over. For most of our […]
Category: Financial Planning
The Clarion Investment Committee met on 20 March 2025. The following notes summarise the main points of consideration in the Investment Committee discussions and provide information about our current investment strategy and fund performance. Please click here to access our March Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic & […]
Category: Financial Planning
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Maya Angelou, American memoirist, poet and civil rights activist. April 1928 – May 2014 Economic Update Defending Europe For the last 80 years, Europe’s security has been underpinned by the […]
Category: Financial Planning
Giving to charity can help support those who most need it, bring about a better world, and give less fortunate people a better chance in life. Research from the Charity Aid Foundation shows that the UK is full of generous souls, and donated a total of £13.9 billion in 2023 – an increase of £1.2 […]
Category: Financial Planning
Going through a divorce is likely to be an emotionally overwhelming experience, and it can be easy to overlook certain aspects of the separation. For example, you may find that you primarily focus on dividing your home or arranging future childcare, which is of course understandable. However, it’s also important not to overlook other valuable […]
Category: Financial Planning, Lifestyle
The Clarion Investment Committee met on 26 February 2025. The following notes summarise the main points of consideration in the Investment Committee Discussions but have been updated to include commentary on recent events and the wider implications for financial markets. Economic Commentary & Market Outlook. The following is a summary of the major news events […]
Category: Financial Planning
Economic update The most recent Deloitte quarterly survey of chief financial officers (CFO) of the UK’s largest companies shows a decline in business optimism although it remains well above the lows seen in 2020 and 2022. CFOs started 2025 with a focus on cost reduction as the main response to the forthcoming increase in National […]
Category: Financial Planning
The start of a new tax year is the ideal time to review your personal and business finances, ensuring you’ve maximised your tax-efficient savings, investments, and reliefs. While many allowances simply reset, last year, chancellor Rachel Reeves introduced several significant changes to taxes and reliefs for businesses in the Autumn Budget. Some of these changes […]
Category: Financial Planning
Inflation has never been too far from the headlines in recent years. After hitting a 40-year high in 2022, it briefly returned to the Bank of England’s (BoE) target rate of 2% in 2024, though it remained above that level for nine months of the year. According to the latest figures from the Office for […]
Category: Financial Planning