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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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
According to internal HMRC calculations published by the Telegraph, an additional 49,400 families are set to be dragged above the Inheritance Tax (IHT) threshold by April 2028. This comes following the decision by the government to keep the IHT threshold at £325,000 – the level set in 2009 – until at least April 2028. At […]
Category: Financial Planning
Following the global financial crisis in 2008/9, the UK witnessed more than a decade of low interest rates and robust growth in house prices, but 2023 bucked this trend. To tackle double-digit inflation, the Bank of England (BoE) increased interest rates five times in 2023. However, after 14 consecutive increases, the Monetary Policy Committee (MPC) […]
Category: Financial Planning
The Clarion Investment Committee met on 9 November 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 UK business activity unexpectedly grew, albeit marginally, in November […]
Category: Financial Planning
“Warren Buffett’s net worth is $84.5 billion. Of that, $84.2 billion was accumulated after his 50th birthday” – Quotation from The Psychology of Money Economic Update UK companies A recent Deloitte survey of UK chief financial officers found that levels of confidence rose in the third quarter and are now slightly above the […]
Category: Financial Planning
On 22 November 2023, chancellor Jeremy Hunt delivered the Autumn Statement against a backdrop of a cost of living crisis and a looming general election. It’s been a challenging year with inflation dominating headlines. While inflation has fallen, it’s still higher than the Bank of England’s 2% target at 4.6% in the 12 months to […]
Category: Financial Planning
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From the whole team at Clarion, merry Christmas and a happy new year.