True lifelong financial planning for the serious business of life.

True lifelong financial planning
for the serious business of life.

Our news and updates.

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.

 

Clarion Investment Diary – January 2024.

The Clarion Investment Committee met on 18 January 2024. 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. Economic, Political and Business Snapshot Economics  The US economy grew by 3.1% in 2023, well […]

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Category: Financial Planning

Stock Market & Economic Commentary – January 2024

“The man who reads nothing at all is better educated than the man who reads nothing but newspapers.” Thomas Jefferson 3rd US President March 1801 to March 1809. Economic Update According to the most recent Deloitte business survey, the UK’s largest companies started 2024 in a surprisingly positive mood. The latest CFO survey, which was […]

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Category: Financial Planning

A restaurant owner does some paperwork.

Not claiming tax relief could cost you £122,000 – make sure you’re not missing out

A recent study conducted by interactive investor found that one-third of higher-rate taxpayers are currently missing out on the extra pension tax relief that they’re entitled to. This could cost a higher-rate taxpayer, who contributes £10,000 a year, up to £122,000 in their pension pot, assuming they achieve 5% growth over a 20-year period. If […]

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Category: Financial Planning

Business people shake hands

5 practical things to do now to make selling your business in 5 years simpler

Whether it be to pursue a new venture, retire, or simply enjoy the fruits of your labours, as a business owner you may intend to one day sell your company to a third-party buyer. At Clarion Wealth, we work with many people for whom this is an aim. If you’re planning to sell your business […]

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Category: Financial Planning

Clarion Investment Diary – December 2023.

The Clarion Investment Committee met on 13 December 2023. 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. Economic, Political and Business Snapshot Economics US consumer inflation fell to 1.9% in November much […]

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Category: Financial Planning

Stock market & economic commentary – December 2023

Charlie Munger, vice chairman of Berkshire Hathaway and a legend of the investing world died on 28 November at the age of 99. Warren Buffett may be the most famous investor in the world but as his partner at Berkshire Hathaway since 1978, Charlie Munger deserves a lot of the credit for building one the most […]

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Category: Financial Planning

A father stands with his arm around the shoulders of his adult son.

How to cut your Inheritance Tax bill with this little-known exemption

According to internal HMRC calculations published by the Telegraph, an additional 49,400 families are set to be dragged above the Inheritance Tax (IHT) threshold by April 2028. This comes following the decision by the government to keep the IHT threshold at £325,000 – the level set in 2009 – until at least April 2028. At […]

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Category: Financial Planning

A “for sale” sign in front of a row of residential houses.

What might happen to house prices and interest rates in 2024?

Following the global financial crisis in 2008/9, the UK witnessed more than a decade of low interest rates and robust growth in house prices, but 2023 bucked this trend. To tackle double-digit inflation, the Bank of England (BoE) increased interest rates five times in 2023. However, after 14 consecutive increases, the Monetary Policy Committee (MPC) […]

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Category: Financial Planning

Clarion Investment Diary – November 2023 

The Clarion Investment Committee met on 9 November 2023. 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. Economic, Political and Business Snapshot Economics UK business activity unexpectedly grew, albeit marginally, in November […]

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Category: Financial Planning

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