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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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
Like many people, you may well have saved money across multiple pension pots throughout your career. In fact, according to MoneyAge, 28% of UK adults have saved money across three or more pension pots during their working lives. It’s easy to see why you could misplace or lose track of previous pensions, especially when you […]
Category: Financial Planning
With Inheritance Tax (IHT) receipts reaching record highs in the 2022/23 tax year, you’ve perhaps never been more likely to leave your loved ones with a bill when you pass away. IHT is a tax on the estate, including possessions, money, property, and some lifetime transfers, of someone who has died. Yet, despite an increasing […]
Tags: estate planning, Inheritance tax
Category:
Financial Planning
Clarion adds value to all our clients’ lives, but it can often be the non-financial ways that are the most life-changing. Catherine Parry was introduced to Clarion by her father when she bought her first property in 1997. Catherine, 51, is originally from Shropshire and her husband Gareth, 47, hails from North Wales. They met […]
Tags: Case study, vision and goals analysis
Category:
Financial Planning
Clarion director John Winstanley explains how high-quality financial planning can reduce the impact of tax changes announced by Chancellor Jeremy Hunt in his Autumn Statement. John says: “Jeremy Hunt outlined the government’s balanced plan for economic stability, commenting that this will result in a shallower recession alongside reduced inflation and interest rates. A significant part […]
Tags: Autumn Statement, Tax, wealth restructuring
Category:
Financial Planning,
Thought pieces
To mark Financial Planning Week (3-9 October) we asked Clarion colleagues what they loved about the sector and their thoughts on this year’s FPWUK themes: busting financial planning myths and encouraging family conversations about finances. Ron Walker, Clarion Founder “I think one of the best parts of my job, and something that might sound counterintuitive, […]
Tags: Financial Planning Week, World Financial Planning Day
Category:
Financial Planning
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From the whole team at Clarion, merry Christmas and a happy new year.