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.
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
A smarter approach to Wealth Management At Clarion Wealth Planning, we take a different approach to building and preserving wealth. Our focus isn’t on quick wins or fleeting market trends—it’s about structuring financial plans that evolve with our clients, ensuring stability and growth through all stages of life. True financial planning isn’t just about making […]
Category: Investment management