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As we approached the 2025 Budget Statement, speculation was rife about how Chancellor Rachel Reeves would increase the tax intake without breaking the Labour Party manifesto. Headlines predicted sweeping changes to capital gains tax, pensions, and more. Our advice was simple: wait for facts, don’t act on rumours. As per last year’s mania, we encouraged clients to take a “wait and see” approach. That patience has been rewarded. The Chancellor delivered no changes to capital ga

Weekly market update

As November arrives and the year begins its final act, thoughtful investors turn their attention to a different kind of preparation. While others are distracted by holiday planning and Black Friday sales, the financially literate consider whether there’s anything that needs tidying up in their financial life. Most of the heavy lifting in financial planning happens in the big decisions you've likely already made. These small year-end actions separate good investors from great

Global Equities Rally on Trade Deal Optimism Easing trade tensions and upbeat company earnings results lifted global markets in October Strong start to earnings season Global stock markets rallied in October, buoyed by optimism around corporate earnings and easing trade tensions between the US and China. It was another strong month for US equities after softer-than-expected inflation figures boosted hopes of further rate cuts. Earnings season has got off to a good start, wit