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.
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.
Click here to sign-up to our monthly email, The Clarion, for regular updates.
Where stated, any investment performance figures referred to relate to past performance which is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy. The value of investments, and the income arising from them, can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Unless indicated otherwise, performance figures are stated in British Pounds. Where performance figures are stated in other currencies, changes in exchange rates may also cause an investment to fluctuate in value.
The Clarion Investment Committee met on 11 December 2025. 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. Please click here to access our December Stock Market & Economic Commentary written by Clarion […]
Category: Investment management
The market will fluctuate It’s here again – the time of year when financial commentators pretend to know what is going to happen in the year ahead, and we pretend to believe them. As the tumultuous year that was 2025 fades into history, this well-worn ritual is underway, and pundits are issuing solemn forecasts for […]
Category: Investment management
Selling a business is one of the most significant financial decisions you can make, and it’s also one of the most complex. Mistakes during a business sale can be costly, both financially and personally, so it’s important to get it right. Starting early and working with the right team of financial planners, accountants, and solicitors […]
Category: Financial Planning
Several important financial changes are on the horizon in the year ahead, and planning for them now can help ensure you remain efficient and well prepared. While tax rates, allowances, and regulations will always change, your long-term goals are likely to stay the same, with a few adjustments as your circumstances evolve. Financial planning is […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on 10 November 2025. 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. Please click here to access our November Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning
“The desire for gold is not for gold itself but for the means of freedom and benefit.” – Ralph Waldo Emerson (May 1803 – April 1882), American essayist, poet, and philosopher. His influential works, such as ‘Self-Reliance and Nature’, reshaped American thought and literature. The price of gold… what is it telling us? Gold is […]
Category: Investment management
Receiving an offer for your business is a potentially life-changing moment. It’s the point at which years of hard work arrive at an endpoint and crucial decisions must be made. But while an offer can feel exciting and may be immediately tempting, it also raises complex questions about timing, value, tax, and your future. So, […]
Category: Uncategorised
The 2025 Autumn Budget is set to raise an estimated £26 billion in additional taxes by 2029/30, and the outcome was a mixed bag for business owners and wealthy families . Chancellor Rachel Reeves unveiled several changes that will have a direct impact on businesses, from dividend taxation and pension arrangements to wage costs, reliefs, […]
Category: Financial Planning
After months of speculation and rumour, chancellor Rachel Reeves has delivered the Autumn Budget for 2025. In this update, we’ll explain the key changes and what they mean for you. Last year, in her maiden Budget, the chancellor sought to balance the public finances with tax rises to cover a reported £22 billion black hole. […]
Category: Our team news