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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“Never mistake knowledge for wisdom. One helps you make a living, the other helps you make a life” Eleanor Roosevelt, First Lady of the United States of America, 1933-1945 Economic Update A recurring theme over the last year has been the unexpected resilience of western economies. Employment has held up surprisingly well, housing markets have […]
Category: Financial Planning
If you’re a business owner who is looking to exit your business within the next five years or so, you may have considered selling your business to an Employee Ownership Trust (EOT). EOTs are a relatively new business structure, which could allow you to sell your business to a trust controlled by your employees. They […]
Category: Business, Financial Planning
Based on legendary Japanese director Akira Kurosawa’s 1954 film Seven Samurai, The Magnificent Seven – released in 1960 and directed by John Sturges – has become one of the most iconic westerns of all time. However, in recent months, you may have heard the term “Magnificent Seven” used in a different context. First coined by Bank […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 18 January 2024. 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, Political and Business Snapshot Economics The US economy grew by 3.1% in 2023, well […]
Category: Financial Planning
“The man who reads nothing at all is better educated than the man who reads nothing but newspapers.” Thomas Jefferson 3rd US President March 1801 to March 1809. Economic Update According to the most recent Deloitte business survey, the UK’s largest companies started 2024 in a surprisingly positive mood. The latest CFO survey, which was […]
Category: Financial Planning
A recent study conducted by interactive investor found that one-third of higher-rate taxpayers are currently missing out on the extra pension tax relief that they’re entitled to. This could cost a higher-rate taxpayer, who contributes £10,000 a year, up to £122,000 in their pension pot, assuming they achieve 5% growth over a 20-year period. If […]
Category: Financial Planning
Whether it be to pursue a new venture, retire, or simply enjoy the fruits of your labours, as a business owner you may intend to one day sell your company to a third-party buyer. At Clarion Wealth, we work with many people for whom this is an aim. If you’re planning to sell your business […]
Category: Financial Planning
The Clarion Investment Committee met on 13 December 2023. 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, Political and Business Snapshot Economics US consumer inflation fell to 1.9% in November much […]
Category: Financial Planning
Charlie Munger, vice chairman of Berkshire Hathaway and a legend of the investing world died on 28 November at the age of 99. Warren Buffett may be the most famous investor in the world but as his partner at Berkshire Hathaway since 1978, Charlie Munger deserves a lot of the credit for building one the most […]
Category: Financial Planning