Category: Financial Planning

(Return to all News and Updates)

Capital gains tax review: the great corona cost clawback?

Will capital gains tax (CGT) rise dramatically as the government attempts to claw back the cost of extra spending during the coronavirus pandemic? Last month Chancellor Rishi Sunak commissioned The Office of Tax Simplification (OTS) to investigate whether capital gains tax is ‘fit for purpose’. This surprise review of CGT could lead to higher taxes […]

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Category: Financial Planning

A time for reflection: passing down wealth

The coronavirus pandemic and lockdown has been a strange and difficult time for all of us, not to mention also extremely sad for some people with life-changing events becoming common place. The crisis has meant that we have all come face to face with our own mortality and the isolation of lockdown has offered a […]

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Category: Financial Planning

Has COVID-19 changed financial planning meetings forever?

Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]

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Category: Financial Planning, Thought pieces

What you should expect from your financial planner in lockdown

After his shock at research revealing one in four clients had not heard from their IFA during the Covid-19 crisis, our business development director John Winstanley takes a look at what service you should expect from your financial planner in lockdown. We are hearing a lot about the “new normal” in terms of how business is being done during the coronavirus outbreak. Many businesses […]

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Category: Financial Planning, Thought pieces

Clarion Investment Committee minutes May 2020

Minutes of the Clarion Investment Committee held at 2pm on 21st May 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Apologies received from both […]

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Category: Financial Planning, Investment management

Covid-19 update: navigating a path through lockdown

As we move from April into May the world economy remains in the grip of the Covid-19 crisis and its associated social-distancing lockdown but, thankfully, estimated fatality rates are being revised downwards and the rate of new infections is on a clear downtrend in most countries. There could be a moment where infections suddenly ‘melt’ […]

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Category: Financial Planning, Investment management

Minutes of the Clarion Investment Committee April 2020

Minutes of the Clarion Investment Committee held at 2pm on 23rd April 2020 by video link. Committee members in attendance: –  Sam Petts (SP) IC Chairman and Financial Planner (Clarion Wealth Planning) Keith Thompson (KT) Chair/Director Ronald Walker (RW) Founding Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund […]

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Category: Financial Planning, Investment management

Keith Thompson

Market and economic commentary: Time to reflect

As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]

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Category: Financial Planning, Investment management, Thought pieces

Keith Thompson arms folded in Clarion offices

Our chairman’s Easter coronavirus update

As the coronavirus crisis continues, our chairman Keith Thompson shares his insight on the news and markets from around the globe: On behalf of myself, Ron Walker and all of the team at Clarion, I hope this pre-Easter update finds you and all your family and friends in good health. The human tragedy that is […]

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Category: Financial Planning, Investment management

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