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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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
The Clarion Investment Committee met on the 19th October 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 Yields on US 10-year treasuries reached 5% for […]
Category: Financial Planning, Investment management
Confucius, the great Chinese Philosopher, wrote this beautiful sentence back in 550 BC: “We have two lives; the second begins when we realise, we only have one”. Events in Israel and Gaza continue to dominate news flow. We live in an information age where news of horrors is immediately transmitted around the world. But […]
Category: Financial Planning
As a parent, grandparent, or guardian, it’s likely that ensuring the children in your life are given the very best start is incredibly important to you. With education being a crucial part of any child’s development, paying for your loved one to attend a private school may be something you are considering, or already doing. […]
Category: Community, Financial Planning
During periods of market volatility, emotions can play an important role in your investment decisions. For example, if fluctuating markets mean you’re concerned about your finances and whether you’ll be able to meet your financial goals, you could be more likely to make impulsive decisions about your investment portfolio. This may be due to the […]
Category: Financial Planning