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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Having conversations about what will happen after you’re gone can feel uncomfortable, but they can have considerable value. Discussing your intentions early and honestly can help minimise confusion, avoid future disputes, and ensure your wishes are properly understood. Despite these benefits, research shows many people still avoid the discussion. According to data from The National […]
Category: Financial Planning
Running a family business is more than just a job. It demands time, energy, money, and unwavering commitment. With endless tasks from bookkeeping to administration, and many people depending on the business, it’s easy to let future planning slide. But if such conversations and plans remain at the bottom of your to-do list, the continuity […]
Category: Financial Planning
Economic Update The end of dollar hegemony? Recent weakness in financial markets has been accompanied by a sell-off in the US dollar. Along with falls in equities and bonds, the dollar has fallen to its lowest level since 2022. At one point in April, it was down over 9% against a basket of currencies since […]
Category: Financial Planning
As you progress through your career and continue earning more money, you may have already taken the time to understand how the UK’s tax system works. Much of it is relatively straightforward. However, for higher earners, a particular quirk can mean you face a larger-than-expected bill: the “60% tax trap”. This feature of the Income […]
Category: Financial Planning, Investment management
If you’ve been paying attention to news in the past year, you’ll likely know that Inheritance Tax (IHT) has been a significant topic of debate, especially following the 2024 Autumn Budget. Delivered on 30 October 2024, this was the Labour Party’s first Budget in 14 years. The new chancellor, Rachel Reeves, announced £40 billion in […]
Category: Financial Planning
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