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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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
The Clarion Investment Committee met on 22 January 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 since the […]
Category: Financial Planning
“The greater the difficulty, the more the glory in surmounting it” Epicurus, 341bc-270bc. Ancient Greek philosopher and sage and founder of Epicureanism, a highly influential school of philosophy. Welcome to our first Commentary of 2025: Will stock markets have another good year? Will bitcoin see another all-time high? Will inflation be tamed? Will interest rates […]
Category: Financial Planning
Running a business can be fiscally challenging, so it’s important to identify opportunities to save wherever possible. If you are the director of a limited company, pension contributions are among the most efficient and valuable tax breaks available. Making contributions directly from your company instead of your salary allows you to reduce both your taxable […]
Category: Financial Planning
The Clarion Investment Committee met on 11 December 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. Commentary For the second year in a row, global equities are on course for double-digit […]
Category: Financial Planning