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NEWS
The latest financial planning news and our thoughts.
Here you will find all the latest, relevant news from the world of financial planning, as well as our take on the issues of the day.


Our Guide to the Autumn Statement
The Chancellor of the Exchequer, Jeremy Hunt, unveiled his 2023 Autumn Statement yesterday, alongside an updated economic forecast from...
Nov 23, 20231 min read


Tax and Financial Planning Quarterly Bulletin
Welcome to the latest bulletin in our series which we publish every 4 months (3 times a year). These bulletins cover topical subjects...
Sep 27, 20231 min read


Being anti-fashion works. Here’s why.
Back in 2022, our Investment Management team said that global equity markets would move sideways with volatility. Looking at the past 20...
Sep 11, 20233 min read


UK Inflation falls by lower then expected amount
News in today is that UK annual headline CPI inflation for June was 7.9%, down from May’s figure of 8.7%. In monthly terms, CPI was up...
Jul 19, 20232 min read


We’ve made our third business acquisition
We are delighted to announce our latest acquisition. We have completed our purchase of MJH The Independent Financial Adviser, a leading...
Jul 4, 20231 min read


Last call to top up your National Insurance years
An important deadline for everyone aged between 45 and 70 years old is fast approaching. If you fall within this age group, you have...
Jun 12, 20232 min read


Tax Rates for 2023/24
With the new tax year upon us, we've produced a guide to al the key rates and allowances you need to know. You can download it to keep...
Apr 4, 20231 min read


An overview of the Spring Budget
As you will no doubt be aware, the Chancellor delivered his Spring Budget yesterday. We’ve spent some time analysing the output and have...
Mar 16, 20231 min read
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