The Clarion: our news and updates.

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 RMS on +44 (0)161 927 3131 or clarion@thisisrms.co.uk.

Under 7 Ashton on Mersey Football team standing in fromt of a football goal with orange and black kit on

Clarion kicks-off a new sponsorship deal with a grassroots football club

We are delighted to become official sponsors of an under-sevens grassroots football squad. Our new sponsorship deal with Ashton on Mersey Football Club means the under-sevens have been able to score a new kit for the whole section totalling 40 kids. Director of operations at Clarion, Adam Wareing, who also volunteers as the club secretary […]

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Category: Lifestyle, Our team news

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 […]

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Category: Financial Planning, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee January 2020

Minutes of the Clarion Investment Committee held 1pm on 16th January 2020 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing (AW) Director of Operations (Clarion Wealth […]

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Category: Financial Planning, Investment management

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 […]

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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 […]

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Category: Business, Thought pieces

Notebook Clarion meeting minutes

Minutes of the Clarion Investment Committee December 2019

Minutes of the Clarion Investment Committee held 11am on 11 December 2019 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing (AW) Director of Operations (Clarion Wealth […]

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Category: Financial Planning, Investment management

meeting room

M&G Property Portfolio Fund

Early last month the £2.5 billion M&G Property Portfolio Fund was forced to stop investors from taking cash withdrawals from the fund. This is an open-ended fund where sales of units by investors can result in the manager being forced to sell some investments to realise cash to meet those redemptions. The fund had seen […]

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Category: Business, Thought pieces

2019 Market & Economic Commentary — And a look ahead

Stock markets don’t care about what is happening today. They are a forward-looking discounting machine and are more concerned about the future. This can create a disconnect between prevailing news headlines and stock market performance. The last 12 months have been a case in point when it was easy to find lots of things to […]

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Category: Business, Thought pieces

Stock market graph decreasing

Property and its importance to the global economy

It is now more than ten years since the global financial crisis, a key trigger of which was a downturn in the US property market. Indeed, property has been associated with financial crises and recessions many times throughout history. Why then does the property market have the potential to have such an important bearing on […]

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Category: Business, Thought pieces

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