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.
A 90th Birthday & tears in the House. After an exhilarating first half of 2025, July got off to an, err…. eventful start with a 90th birthday celebration and tears in the House of Commons. Although one of the oldest stock market indices in the world, few investors today pay much attention to the UK […]
Category: Financial Planning
In addition to being a tax-efficient way to invest for your future, pensions have also typically served as a valuable tool for passing on wealth, as they have traditionally fallen outside the scope of Inheritance Tax (IHT). However, one of the key announcements in last year’s Autumn Budget was that pensions will be liable for […]
Category: Financial Planning
Why timing, structure and planning are everything Selling your business is a major life event. For many, it represents the culmination of years of work, risk-taking and resilience. Done well, it can be an immensely rewarding moment. Done poorly, it can become a frustrating and costly experience. At Clarion, we help business owners approach exit […]
Tags: Business Sale, selling your business, Tax Traps, The Clarion Way
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Thought pieces
The Clarion Investment Committee met on 19 June. 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 June Stock Market & Economic Commentary written by Clarion Group […]
Category: Financial Planning
Economic Update The Middle East and Oil Prices The past few weeks have seen one of the most volatile periods of oil trading in recent history. In the days following the outbreak of hostilities between Israel and Iran, oil breached $75 per barrel, up 15% in less than a month. It rose above $80 per […]
Category: Financial Planning, Investment management
Dealing with dementia, whether it’s affecting you or someone close to you, can be incredibly emotionally challenging, as it has the power to take someone away even while they’re still physically present. With life expectancy increasing, dementia is becoming increasingly common, and the Alzheimer’s Society estimates that 1 in 3 people born in the UK today […]
Category: Financial Planning
In April, Marks & Spencer experienced a significant data breach that caused some customers’ details to be hacked and the stores’ online services to be suspended for several weeks. Then, just a few days later, the Co-op also experienced a similar breach. Thankfully, Marks & Spencer and Co-op have high-level firewalls and security systems that […]
Category: Financial Planning
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