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 20 May 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 May Stock Market & Economic Commentary written by Clarion Group Chairman, Keith Thompson. Economic Commentary […]
Category: Financial Planning
Economic Update The rise and rise of China In January, Chinese company DeepSeek stunned financial markets with the release of its generative artificial intelligence model R1. It matched the efficacy of market-leading US firm OpenAI’s most advanced models but was produced at a fraction of the cost. The DeepSeek announcement is one in a series […]
Category: Financial Planning
Having conversations about what will happen after you’re gone can feel uncomfortable, but they can have considerable value. Discussing your intentions early and honestly can help minimise confusion, avoid future disputes, and ensure your wishes are properly understood. Despite these benefits, research shows many people still avoid the discussion. According to data from The National […]
Category: Financial Planning
Running a family business is more than just a job. It demands time, energy, money, and unwavering commitment. With endless tasks from bookkeeping to administration, and many people depending on the business, it’s easy to let future planning slide. But if such conversations and plans remain at the bottom of your to-do list, the continuity […]
Category: Financial Planning
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