Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.


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In this issue we take a look at interest rates, bonds and the FTSE
In this issue we take a look at the FTSE, inflation and the budget
In this issue we take a look at the inflation and ISAs
In this issue we take a look at gifting your house, mitigating capital gains tax and inflation

UK News

A former top lawyer at the postal group admitted its security team took an "adversarial" approach
Investment bank becomes the first to bring in changes first announced by Kwasi Kwarteng in 2022
Novo Nordisk is under pressure to cut US prices of its weight loss drug, as demand soars.
The UK economy will remain “sluggish” due to the impact of interest rate rises, the OECD says.
The deal means songs from artists including Ariana Grande and Drake can be used on the platform again.