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.
Recently an All-Party Parliamentary Group for Intergenerational Fairness (APPG IIF) published a report which recommends the abolition of Inheritance Tax in its current form. Here, we look at main reasons leading to the publication of this report and take a look at the recommended changes to this deeply unpopular tax. Inheritance Tax (IHT) is a […]
Category: Financial Planning, Thought pieces
Minutes of the Clarion Investment Committee held 1pm on 16th January 2020 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing (AW) Director of Operations (Clarion Wealth […]
Category: Financial Planning, Investment management
We make no apology for referring to this stock market trend again this year, but the circa 1% rise in the UK Footsie 100 Index on the first trading day of 2020 is potentially a very good sign for Investors. A study of the Index over the past twenty years found that in 17 of […]
Category: Business, Thought pieces
A Venture Capital Trust is a tax efficient, closed-end collective investment scheme which offers retail investors access to small unquoted, growth companies with generous tax reliefs to compensate for the higher risks involved. VCTs are listed on the London Stock Exchange. To compensate for the higher risk and illiquid nature of investing in VCTs, they […]
Category: Business, Thought pieces
Minutes of the Clarion Investment Committee held 11am on 11 December 2019 at Overbank, 52 London Road, Alderley Edge, Cheshire. Keith Thompson (KT) Chair/Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) Adam Wareing (AW) Director of Operations (Clarion Wealth […]
Category: Financial Planning, Investment management
Early last month the £2.5 billion M&G Property Portfolio Fund was forced to stop investors from taking cash withdrawals from the fund. This is an open-ended fund where sales of units by investors can result in the manager being forced to sell some investments to realise cash to meet those redemptions. The fund had seen […]
Category: Business, Thought pieces
Stock markets don’t care about what is happening today. They are a forward-looking discounting machine and are more concerned about the future. This can create a disconnect between prevailing news headlines and stock market performance. The last 12 months have been a case in point when it was easy to find lots of things to […]
Category: Business, Thought pieces
It is now more than ten years since the global financial crisis, a key trigger of which was a downturn in the US property market. Indeed, property has been associated with financial crises and recessions many times throughout history. Why then does the property market have the potential to have such an important bearing on […]
Category: Business, Thought pieces
Minutes of the Clarion Investment Committee held on 20th November 2019 at Overbank, 52 London Road, Alderley Edge, Cheshire, SK9 7DZ at 13:00. Keith Thompson (KT) Chair/Director Ron Walker (RW) Director Dmitry Konev (DK) Analyst (Margetts Fund Management) Toby Ricketts (TR) Fund Manager (Margetts Fund Management) Sam Petts (SP) Financial Planner (Clarion Wealth Planning) […]
Category: Financial Planning, Investment management