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 Wednesday, 20 May. 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 May Stock Market & Economic Commentary written by Clarion […]
Category: Investment management
The UK Bond Market “Money for Nothing” – Dire Straits, Brothers in Arms, 1985. The UK government is now spending well over £100 billion a year on debt interest, accounting for almost 10% of total government spending and equivalent to about twice the amount we spend on defence. This high number is a product of […]
Category: Market Update
ISAs are one of the simplest and most effective ways to grow your savings and investments tax-efficiently. Last year’s Autumn Budget included proposals to adjust the Cash ISA allowance from April 2027. It’s important to be on top of these changes so you can plan and make the most of the allowances currently available. Read […]
Category: Financial Planning
If you’re planning to sell your business, you likely have a detailed exit plan for the transaction itself, but have you considered what comes next? After selling your business, it can be tempting to leave all the proceeds in cash while you decide what to do next. While taking time to make such important decisions […]
Category: Financial Planning, Investment management
The Clarion Investment Committee met on Thursday, 16 April. 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 April Stock Market & Economic Commentary written by Clarion […]
Category: Financial Planning
The Dark Side of the Moon “And if the band you’re in starts playing different tunes, I’ll see you on the dark side of the moon.” – Pink Floyd, ‘Brain Damage’, 1973. The Artemis II space mission gave us perspective, as the world the astronauts looked down on was in turmoil once again. Space once […]
Category: Market Update
Preparing for the smooth transfer of wealth across generations is a key financial planning aim for many people. However, without careful planning, this goal is under threat. Data from Statista shows that Inheritance Tax (IHT) receipts have increased every year since 2010, except for two years during the pandemic. So, with IHT revenue rising, you […]
Category: Financial Planning
If you have dividends you rely on for income, it’s important to factor in any rate changes to your financial planning. The start of the current tax year saw increases in the basic rate and higher rate, while the additional rate remained the same. The new rates are: The basic rate has increased to 10.75% (from 8.75%). The […]
Category: Financial Planning
The Clarion Investment Committee met on 19 March at the offices of Margetts Fund Management in Birmingham. 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 to access our March Stock […]
Category: Financial Planning, Investment management