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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If you’re planning to sell your business, you likely have a detailed exit plan for the transaction itself, but have you considered what comes next? After selling your business, it can be tempting to leave all the proceeds in cash while you decide what to do next. While taking time to make such important decisions […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on Thursday, 16 April. 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. Please click here to access our April Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning
Preparing for the smooth transfer of wealth across generations is a key financial planning aim for many people. However, without careful planning, this goal is under threat. Data from Statista shows that Inheritance Tax (IHT) receipts have increased every year since 2010, except for two years during the pandemic. So, with IHT revenue rising, you […]
Category: Financial Planning
If you have dividends you rely on for income, it’s important to factor in any rate changes to your financial planning. The start of the current tax year saw increases in the basic rate and higher rate, while the additional rate remained the same. The new rates are: The basic rate has increased to 10.75% (from 8.75%). The […]
Category: Financial Planning
The Clarion Investment Committee met on 19 March at the offices of Margetts Fund Management in Birmingham. 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. Please click to access our March Stock […]
Category: Financial Planning, Investment management
Market volatility can be unsettling, and you may feel nervous about recent fluctuations amid the war in the Middle East. Geopolitical events often trigger market movements. But while unfolding global events remain unpredictable, the long-term trends of markets have historically been far more consistent. It’s important to remember that market volatility is a normal part […]
Category: Financial Planning
The Clarion Investment Committee convened an ad hoc meeting on the 3rd March 2026 to discuss the conflict in the Middle East, the potential ramifications and whether the situation warranted any portfolio action. Current situation Heightened tensions in Iran have reintroduced geopolitical uncertainty to global markets. Investors had anticipated potential strikes on Iran, but the […]
Category: Financial Planning, Investment management, Thought pieces
The Clarion Investment Committee met on 23 February 2026. 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. Please click here to access our February Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning, Investment management
UPDATE: This latest commentary was written before this weekend, and we will shortly send an update regarding the unfolding events in the Middle East. “The times I have been most wrong are the times I thought I was most right.” – Peter L Bernstein (1919-2009), American financial historian, economist, and investment manager, and one of […]
Category: Financial Planning, Investment management