We have a wealth of expertise with plenty of financial guidance, opinions, thought pieces, news on business and personal finances and updates on what’s happening at Clarion. We add to these as much as we can so it’s worth a regular visit to this page to read the latest from our financial journal – The Clarion.
Click here to sign-up to The Clarion for regular updates. For any media enquiries, please contact Kirsty Day at Yellow Jigsaw on +44 (0)7941 605 925 or kirsty@yellowjigsaw.co.uk.
Will capital gains tax (CGT) rise dramatically as the government attempts to claw back the cost of extra spending during the coronavirus pandemic? Last month Chancellor Rishi Sunak commissioned The Office of Tax Simplification (OTS) to investigate whether capital gains tax is ‘fit for purpose’. This surprise review of CGT could lead to higher taxes […]
Tags: Capital gains tax, revenue, Treasury, wealth tax
Category:
Financial Planning
Adviser and client support Carole Loynd is celebrating ten years with Clarion Wealth Planning. She joined the team on August 8, 2010 and works closely with our Founder Ron Walker. Carole said: “I had been dealing with Ron for a number of years while working at one of the big Providers in Manchester so I […]
Tags: Anniversary, Career, Celebration, Decade
Category:
Our team news
Minutes of the Clarion Investment Committee held at 2pm on July 16, 2020 by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Explorer, funds, Investment committee, Meridian, Navigator, Prudence
Category:
Investment management
We are delighted to have helped save a charity that supports young people who are struggling at school or becoming involved in crime from closing due to Covid-19. We donated £3,000 to Challenge 4 Change because we are passionate about investing in the future of young people in the North West. The charity, based in […]
Tags: Challenge 4 Change, charity, communication, leadership
Category:
Our team news
There is no such thing as a rich pessimist – Max Warburg, German banker The year has only just passed the half-way mark but the history of Covid-19 and how it should best be combatted will not be written for a long while yet. The past few months have been an exceptional time for all […]
Tags: global economy, investments, opportunities, stock markets
Category:
Investment management
The coronavirus pandemic and lockdown has been a strange and difficult time for all of us, not to mention also extremely sad for some people with life-changing events becoming common place. The crisis has meant that we have all come face to face with our own mortality and the isolation of lockdown has offered a […]
Tags: estate planning, inheritance, Tax, tax reform, wealth transfer
Category:
Financial Planning
Minutes of the Clarion Investment Committee held on June 18, 2020, at 2pm by video link. Committee Members in attendance: – Sam Petts (SP) IC Chairman and Financial Planner Keith Thompson (KWT) Clarion Chairman Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Jacob Hartley (JH) Technical Assistant Clarion […]
Tags: Explorer, investment, Investment committee, investors, Meridian, Prudence
Category:
Investment management
Clarion chartered financial planner Peter Butcher takes a look at how the lockdown has changed how we communicate with clients and whether that change will be permanent. Video conferencing software has been available for several years, but it is only now that it has been truly embraced. The benefits of Zoom are clear; the reduction […]
Tags: clients, communication, COVID 19, financial planning, lockdown, meeting, video conferencing, Zoom
Category:
Financial Planning,
Thought pieces
Stock market and economic commentary: A realist adjusts the sails
“The Pessimist complains about the Wind; The Optimist expects it to change; The Realist adjusts the Sails.” William Arthur Ward, writer Despite the release of data showing the UK economy suffered a record contraction in activity in April and cautionary comments from the Chairman of the Federal Reserve Bank of America (Fed), the past few […]
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Tags: economic commentary, equity, investors, long-term, recovery, risk, stock market
Category: Investment management