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.
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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 15 April 2025. The following notes summarise the main points of consideration in the Investment Committee discussions and provide information about our current investment strategy and fund performance. Please click here to access our April Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic & […]
Category: Investment management
Economic Update The end of dollar hegemony? Recent weakness in financial markets has been accompanied by a sell-off in the US dollar. Along with falls in equities and bonds, the dollar has fallen to its lowest level since 2022. At one point in April, it was down over 9% against a basket of currencies since […]
Category: Financial Planning
As you progress through your career and continue earning more money, you may have already taken the time to understand how the UK’s tax system works. Much of it is relatively straightforward. However, for higher earners, a particular quirk can mean you face a larger-than-expected bill: the “60% tax trap”. This feature of the Income […]
Category: Financial Planning, Investment management
If you’ve been paying attention to news in the past year, you’ll likely know that Inheritance Tax (IHT) has been a significant topic of debate, especially following the 2024 Autumn Budget. Delivered on 30 October 2024, this was the Labour Party’s first Budget in 14 years. The new chancellor, Rachel Reeves, announced £40 billion in […]
Category: Financial Planning
The initial reaction to Liberation Day, when the US unveiled tariffs on countries it believes have taken advantage of it, was not a good one. The scale of tariffs, which reach close to and above 50% for many countries in Asia, is a clear message: the old economic order is over. For most of our […]
Category: Financial Planning
The Clarion Investment Committee met on 20 March 2025. The following notes summarise the main points of consideration in the Investment Committee discussions and provide information about our current investment strategy and fund performance. Please click here to access our March Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic & […]
Category: Financial Planning
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” Maya Angelou, American memoirist, poet and civil rights activist. April 1928 – May 2014 Economic Update Defending Europe For the last 80 years, Europe’s security has been underpinned by the […]
Category: Financial Planning
Giving to charity can help support those who most need it, bring about a better world, and give less fortunate people a better chance in life. Research from the Charity Aid Foundation shows that the UK is full of generous souls, and donated a total of £13.9 billion in 2023 – an increase of £1.2 […]
Category: Financial Planning
Going through a divorce is likely to be an emotionally overwhelming experience, and it can be easy to overlook certain aspects of the separation. For example, you may find that you primarily focus on dividing your home or arranging future childcare, which is of course understandable. However, it’s also important not to overlook other valuable […]
Category: Financial Planning, Lifestyle