Category: Thought pieces

(Return to all News and Updates)

Clarion Wealth staff portraits Ron Walker

Light through the trees – a personal view from our Founder

First, a confession – I am an eternal optimist; apparently, it is difficult to live with. My wife Anne says that if she came through the door with an arm missing, I would say: “It’s good that you still have one arm and think of all the great things you can still do”. Although that […]

Continue reading...

Tags: , , , , , ,
Category: Lifestyle, Thought pieces

Keith Thompson

Market and economic commentary: Time to reflect

As always, we sincerely hope that all our clients, their families and friends are managing to stay well in these unprecedented and challenging times. Putting to one side the human tragedy and cost in terms of lives lost and health care, there is no doubt that as investors we are living through challenging and unsettling […]

Continue reading...

Tags: ,
Category: Financial Planning, Investment management, Thought pieces

Illustration of effect of coronavirus on stock market

Market and economic commentary: March coronavirus crisis

Markets have seen a significant and rapid sell-off during the past four weeks as Covid-19 has moved from a distant threat to a local concern, causing growing fear and panic. The key points are summarised below and expanded later within this commentary by our chairman Keith Thompson. It is likely that markets have overreacted to […]

Continue reading...

Tags: ,
Category: Business, Investment management, Thought pieces

Woman with a face mask in front of a world map

Coronavirus, panic and stock markets

We can’t pretend to have anything new to say about the coronavirus except that we hope our clients and their families are keeping safe and well and free from the disease. Also, like everyone else we hope the pain and suffering of those people affected by the virus will soon dissipate. In these difficult days […]

Continue reading...

Tags: , ,
Category: Investment management, Thought pieces

Enough now title with purple background

Enough Now Executive Summary

The Enough Now study helps successful business owners understand and prepare for the impact of selling a business and allow professional advisors to better support them through the challenging process. Having assisted hundreds of clients through the process, Clarion Wealth Planning identified that the decision to sell a business – and the emotional toll it takes on […]

Continue reading...

Tags: , , ,
Category: Business, Financial Planning, Lifestyle, Thought pieces

Person with black hair wearing a medical face mask in public

Market and economic commentary: Coronavirus, February’s black swan event

Almost four years after the European Referendum and nearly 50 years after first joining, the UK has now left the European Union. Brexit is finally done although we are still in a period of transition until the end of 2020 and for now at least most of us will hardly notice any difference. While not […]

Continue reading...

Tags: ,
Category: Business, Thought pieces

Father and son with their arms round each other in black and white

Is this the death of inheritance tax as we know it?

Recently an All-Party Parliamentary Group for Intergenerational Fairness (APPG IIF) published a report which recommends the abolition of Inheritance Tax in its current form. Here, we look at main reasons leading to the publication of this report and take a look at the recommended changes to this deeply unpopular tax. Inheritance Tax (IHT) is a […]

Continue reading...

Category: Financial Planning, Thought pieces

man reading newspaper on sunny day

Stock market & economic commentary……the January effect and more

We make no apology for referring to this stock market trend again this year, but the circa 1% rise in the UK Footsie 100 Index on the first trading day of 2020 is potentially a very good sign for Investors. A study of the Index over the past twenty years found that in 17 of […]

Continue reading...

Category: Business, Thought pieces

Man writing in notepad

Venture capital trusts for high earners

A Venture Capital Trust is a tax efficient, closed-end collective investment scheme which offers retail investors access to small unquoted, growth companies with generous tax reliefs to compensate for the higher risks involved. VCTs are listed on the London Stock Exchange. To compensate for the higher risk and illiquid nature of investing in VCTs, they […]

Continue reading...

Category: Business, Thought pieces

1 2 3 6