News and insights

Boosted

• 19 Jan 2022
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Omicr-on the mend?

• 12 Jan 2022
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Applying for a mortgage while self-employed

• 07 Jan 2022
• Financial planning
• 4 minute read

Gone are the days of “self-certification” mortgages for the self-employed. Modern mortgage applications now contain added layers of challenges.

Five key questions for 2022

• 04 Jan 2022
• Weekly update
• 5 minute read

A number of competing forces will act on global growth in 2022. Given its profound impact on the economy over the last two years, the path of the pandemic remains pivotal. We consider five key questions that will impact financial markets.

Mistletoe and monetary tightening

• 21 Dec 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Time for Plan B

• 15 Dec 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Omicron-undrum

• 08 Dec 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

10 ways to reduce your Capital Gains Tax bill

• 08 Dec 2021
• Financial planning
• 6 minute read

Capital Gains Tax applies when you sell or dispose of a range of assets, and while it is unavoidable, there are ways that it can be reduced to help you to save your capital.

What is Capital Gains Tax?

• 02 Dec 2021
• Financial planning
• 4 minute read

Find out about how this tax applies to the gains you make when you dispose of your assets, by selling, swapping, or giving them away, and which specific assets are affected by Capital Gains Tax.

Omi-nous

• 30 Nov 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Could I gift my children their inheritance early?

• 26 Nov 2021
• Financial planning
• 4 minute read

If you’re thinking of gifting your dependants or members of your family an early inheritance, there is some further planning required to ensure your wealth is fairly passed on to your giftees.

Ho, ho, hike?

• 24 Nov 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

CPI surprise

• 16 Nov 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Fixed or variable mortgage – which is right for me?

• 12 Nov 2021
• Financial planning
• 4 minute read

Borrowers face a difficult choice when arranging mortgage finance - is it better to take a shorter-term flexible rate with a lower monthly cost, or to pay more for the peace of mind associated with a longer-term fixed rate?

Ready, steady, wait

• 09 Nov 2021
• Market update
• 5 minute read

Here's the latest weekly update from our investment team.

Autumn Conference 2021 - Navigating the future

• 08 Nov 2021
• Investment Insight
• 56 minute watch

Catch up on the latest client conference, Economy and markets: Navigating the future, hosted by Tanya Beckett, BBC News presenter. Our in-house experts share our views on the future of the economy and the themes that matter for investors.

Do I need a financial adviser for pension advice?

• 04 Nov 2021
• Financial planning
• 5 minute read

We all hope that our retirement will be spent doing the things that we’ve always wanted to do. However in retirement, your income will be dependent on the careful financial planning that you have put in place throughout your working life.

Tax tricks and public spending treats

• 02 Nov 2021
• Weekly market update
• 5 minute read

Here's the latest weekly update from our investment team.

When is the best time to invest?

• 29 Oct 2021
• Investment management
• 3 minute read

As part of a well-thought-out investment strategy, you want to be able to take advantage of potentially profitable market opportunities, as well as have the ability to manage elements of risk.

Autumn Budget 2021: a summary of the changes

• 28 Oct 2021
• Market update
• 10 minute read

In the first Autumn Budget in three years, Chancellor Rishi Sunak outlined the government's plans for (not-quite) post-pandemic, post-Brexit Britain.

How to protect the NHS...and the economy

• 27 Oct 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investor Insight - Autumn 2021

• 26 Oct 2021
• Investment Insight
• 7 minute read

In the last 18 months, health policy was the dominant driver of economic activity. Now, we broaden our attention to other themes we think will have a powerful impact on markets.

Watt’s up in China?

• 20 Oct 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Mixed signals

• 13 Oct 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

After the furlough’s over

• 06 Oct 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Do I need mortgage protection?

• 30 Sep 2021
• Financial planning
• 4 minute read

An area that can sometimes be overlooked by mortgage borrowers is whether or not they have adequate financial protection in place.

Taper, taper – no tantrum yet

• 29 Sep 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Purchasing psychology - Why we buy what we buy

• 28 Sep 2021
• Lifestyle
• 5 minute read

How do our ingrained biases affect our purchasing decisions and investment strategies?

(Ever)grand(e) fiasco

• 21 Sep 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

The rise of digital currency

• 16 Sep 2021
• Investment Insight
• 5 minute read

Cryptocurrency valuations have garnered particular attention since they soared to record highs in early 2021 – but they have also experienced some notable periods of market volatility.

Regulatory reassurance

• 15 Sep 2021
• Weekly market update
• 5 minute read

Here's the latest weekly update from our investment team.

Introducing our new Chester office

• 09 Sep 2021
• Financial planning
• 2 minute read

Explore how our newest office in one of the UK's oldest cities enhances our services and offers excellent lakeside facilities for our clients in the North West.

Unlocking the triple lock

• 08 Sep 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Word-watching in Wyoming

• 01 Sep 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

See you in November?

• 25 Aug 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

What Biden’s policies mean for the global economy

• 24 Aug 2021
• Market update
• 5 minute read

While Biden only took office on 20 January 2021, already his administration has made a major mark on the global economy.

What next for the housing market in 2021?

• 24 Aug 2021
• Market update
• 5 minute read

Why is the real estate market bouncing back? Like many other areas of the UK economy, the real estate market has made a V-shaped recovery post-pandemic.

Things to consider before increasing mortgage borrowing

• 18 Aug 2021
• Financial planning
• 3 minute read

There are many things to consider when re-mortgaging other than simply whether the new interest rate is lower than the existing one.

Is bigger better?

• 17 Aug 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Regulatory whack-a-mole

• 12 Aug 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Sino-side for stocks

• 03 Aug 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

“Ping-demic”

• 28 Jul 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Time for the FOMC to cool it?

• 20 Jul 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Three ways to explore Devon

• 16 Jul 2021
• Lifestyle
• 2 minute read

With its dramatic coastlines, rugged moors, ancient woodland and rolling hills, there is very little that Devon is missing. While the prospect of overseas holidays remains uncertain, we are exploring the UK's most scenic regions.

Three cultural highlights in Belfast

• 16 Jul 2021
• Lifestyle
• 2 minute read

With its booming food and cultural scene and dramatic landscapes, Northern Ireland makes for a diverse place for a summer holiday away from the crowds. While the prospect of overseas holidays remains uncertain, we are exploring the UK's most scenic regions.

Three slow-travel experiences in Wales

• 16 Jul 2021
• Lifestyle
• 2 minute read

With its jagged mountain ranges, softly undulating valleys, and dramatic coastlines, Wales has a vast range of impressive landscapes to explore. While the prospect of overseas holidays remains uncertain, we are exploring the UK's most scenic regions.

Full-steam ahead on "freedom"

• 14 Jul 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Things to consider before becoming a buy-to-let landlord

• 08 Jul 2021
• Financial planning
• 3 minute read

Becoming a landlord may sound like an attractive proposition – before taking the plunge as a landlord there are a number of key considerations to take into account.

Mixed messages

• 07 Jul 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investor Insight - Summer 2021

• 06 Jul 2021
• Investment Insight
• 5 minute watch

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer take a temperature check on the health of the global economy, and what's happening with inflation.

Investor Insight - Summer 2021

• 06 Jul 2021
• Investment Insight
• 5 minute read

With the Covid-19 recovery underway, we examine each of these policy areas, how they are impacting global growth and what they mean for investors.

Build Back Better: Act 1

• 29 Jun 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

28 days later

• 22 Jun 2021
• Weekly market update
• 5 minute read

Here's the latest weekly update from our investment team.

Jabs, jobs and JOLTS

• 15 Jun 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Next stop: La La Land?

• 08 Jun 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Let’s talk about tax, baby

• 03 Jun 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Helping children and grandchildren onto the property ladder

• 01 Jun 2021
• Financial planning
• 3 minute read

With high house prices and tough affordability checks, it can feel like it’s increasingly more difficulty for first-time-buyers to make that step onto the property ladder.

All in a word, or maybe a number

• 26 May 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Flirting with inflation

• 18 May 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Rates rollercoaster

• 13 May 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Fiscal frenzy

• 07 May 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

How to protect your business against the loss of key personnel

• 04 May 2021
• Financial planning
• 4 minute read

Business owners can’t always accurately predict the future, but they can mitigate the common risk of an important individual being unexpectedly absent.

More than hot air?

• 27 Apr 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Haldane out for a hawk?

• 20 Apr 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Testing times

• 13 Apr 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Deliver-ouch!

• 07 Apr 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Tax-efficient investments for higher-rate taxpayers

• 06 Apr 2021
• Financial planning
• 4 minute read

Here’s a look at several tax-efficient investment strategies that can help those on higher incomes reduce their tax liabilities significantly

Pension carry forward

• 06 Apr 2021
• Retirement Planning
• 5 minute read

In this article, we look at how pension carry forward rules work and explain how you can use them to your advantage.

Investing for children: How to get started

• 06 Apr 2021
• Financial planning
• 3 minute read

Higher education, getting married and buying a home have become significantly more expensive for young people than they once were. In this article we look at how you can start investing for your children.

School fees planning: The guide to saving and tax planning

• 06 Apr 2021
• Financial planning
• 4 minute read

This school fees planning guidecovers several financial strategies that parents can use to save, invest, and pay for school fees tax-efficiently.

Financial planning in your 40s

• 06 Apr 2021
• Financial planning
• 5 minute read

While financial planning is important at any age, it’s particularly important in your 40s. Here we look at a number of smart financial planning strategies to consider in your 40s.

Inheritance Tax planning

• 06 Apr 2021
• Financial planning
• 5 minute read

In this introductory article, we take a look at the basics of Inheritance Tax and briefly highlight a number of ways you can reduce your IHT bill.

A guide to pension allowances

• 06 Apr 2021
• Financial planning
• 5 minute read

In this guide, we look at the different pension allowances that exist, and highlight a few strategies that could help you manage your pension allowances more effectively.

How to reduce your Capital Gains Tax bill

• 06 Apr 2021
• Financial planning
• 5 minute read

In this article, we look at the basics of Capital Gains Tax (CGT) and highlight a number of strategies that could help you lower your future CGT liabilities.

Planning for retirement at every life stage

• 06 Apr 2021
• Retirement Planning
• 4 minute read

In this article, we explain how to plan for retirement at every age. This will help you understand what you need to do at each different stage of your life to ensure that you achieve your retirement goals.

How does pension drawdown work?

• 06 Apr 2021
• Retirement Planning
• 4 minute read

In this article, we look at how pension drawdown works and highlight the advantages and disadvantages of this pension decumulation strategy.

Selling a business: 5 key tax considerations

• 06 Apr 2021
• Financial planning
• 4 minute read

In this article, we look at how to start planning for a business sale and highlight some key tax issues to consider

A good start - Saving for the next generation

• 06 Apr 2021
• Financial planning
• 5 minute read

Over the past couple of decades, investors have become more focused on setting aside money for children who seem to be facing a more expensive future than their parents and grandparents.

Lifetime Allowance planning

• 06 Apr 2021
• Financial planning
• 6 minute read

The Lifetime Allowance (LTA) is the total amount of money you can build up in your pension accounts without paying extra tax charges. If you go over the LTA, you will pay a tax charge on the excess whenever you take income or withdraw a lump sum from your pension, or reach the age of 75 without having taken any benefits.

Suez setback

• 31 Mar 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Does Biden signal a green light for green finance?

• 29 Mar 2021
• Investment Insight
• 3 minute read

With arresting brevity, US president Joe Biden laid out America’s immediate priorities in his inauguration speech: to address “stinging inequity, systemic racism and a climate in crisis”.

Investor Insight - Spring 2021

• 23 Mar 2021
• Investment Insight
• 6 minute read

As the global economy emerges from the coronavirus pandemic, what questions are on the minds of investors?

Things get chilly in Alaska

• 23 Mar 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investor Insight - Spring 2021

• 22 Mar 2021
• Investment Insight
• 5 minute watch

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer look at the current state of the global economy, and the impact inflation could have on asset prices.

More PEPP in the ECB’s step

• 16 Mar 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Repair now, repay later

• 09 Mar 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Budget 2021: a summary of the changes

• 04 Mar 2021
• Market update
• 5 minute read

Chancellor of the Exchequer Rishi Sunak laid out his plans to get Britain back on course, outlining the roadmap for the country's post-pandemic recovery.

Hocus crocus

• 03 Mar 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

G7 does Zoom

• 23 Feb 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investors ready for sustainability tipping point

• 17 Feb 2021
• Investment Insight
• 3 minute read

In this Q&A article, Robert Alster, Chief Investment Officer, answers key questions on why investors have reached a sustainability tipping point.

Business disposal – four key questions for owners to ask

• 17 Feb 2021
• Financial planning
• 4 minute read

Disposing of your business is an important decision that could have far-reaching implications for your future financial wellbeing.

What's going on with inflation?

• 16 Feb 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Too much of a good thing?

• 10 Feb 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Setting yourself financial goals

• 09 Feb 2021
• Financial planning
• 5 minute read

This article looks at the importance of setting financial goals and discusses some key goals to consider.

Tax year-end planning: 2020/21

• 04 Feb 2021
• Financial planning
• 4 minute read

In this article we look at 6 ways you can get more from your tax-free allowances.

EU can’t always get what EU want

• 02 Feb 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investor Insight - January 2021

• 28 Jan 2021
• Investment Insight
• 5 minute read

The final quarter of 2020 was an eventful one, with the outlook for the global economy changing for the better. Read more in our latest Investor Insight

Investor Insight - January 2021 video update

• 27 Jan 2021
• Investment Insight
• 4 minute watch

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer, look forward to 2021 and what impact the US election and Brexit may have.

USA - Under new management

• 26 Jan 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

A shot in the arm

• 19 Jan 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Taking stock of Brexit

• 15 Jan 2021
• Investment Insight
• 6 minute read

After four years of political wrangling and negotiations, the UK is beginning life outside the EU. UK and EU negotiators succeeded in agreeing the terms of a future relationship in the Trade and Cooperation Agreement.

Do I need a financial adviser? Seven reasons you may need advice

• 12 Jan 2021
• Financial planning
• 4 minute read

With the rise of financial blogs and robo-advisers, it can be tempting to try to manage your finances on your own. However, there comes a time when seeking advice from an experienced financial adviser is a sensible idea. 

One for the money, two for the show

• 12 Jan 2021
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Now or later? Genetics and long-term finances

• 09 Jan 2021
• Investment management
• 5 minute read

Genetics help to explain why some people find it easier than others to save and invest for the long term.

Mind over matter: Processing financial decisions

• 09 Jan 2021
• Investment management
• 5 minute read

The ways in which our brains process financial decisions can affect investment outcomes – not always for the better.

Vac-cine but not yet heard (immunity)

• 06 Jan 2021
• Market update
• 5 minute read

Here's the latest weekly update from our investment team.

Behavioural finance and rational thinking

• 18 Dec 2020
• Investment management
• 5 minute read

Training, research, and robust processes help to guard against emotional errors and facilitate better investment decision-making.

Coronavirus vaccine developments

• 16 Dec 2020
• Investment Insight
• 5 minute read

The UK became the first country to approve and administer the vaccine which drug company Pfizer has developed with BioNtech. What happens next and what does this mean for the economy?

Still waiting for Brexit

• 15 Dec 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Waiting for Brexit

• 08 Dec 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Public Spending (P)Review

• 01 Dec 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Q&A: What do negative rates mean?

• 01 Dec 2020
• Market update
• 5 minute read

What are policy and bank rates? What do central bankers do? How do negative rates work differently? Your questions about negative rates answered.

Cummings and goings

• 24 Nov 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

What's going on with Brexit?

• 23 Nov 2020
• Investment Insight
• 5 minute read

At the end of the year, the transition period of the UK’s departure from the EU will come to an end and the two parties will begin to deal with one another under a new relationship.

A shot in the arm for markets

• 17 Nov 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Bye 'den

• 10 Nov 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

US election summary

• 09 Nov 2020
• Investment Insight
• 3 minute read

What does the US election result mean for markets?

US election first take

• 04 Nov 2020
• Investment Insight
• 3 minute read

The election outcome is turning out to be much tighter than polls predicted. Find out why it is taking so long, the possible effects of a Republican Senate, and what the delay in results may mean for markets.

Sustainable Funds: helping you get started

• 03 Nov 2020
• Investment management
• 2 minute watch

How can you help create a more sustainable future for the world, while investing for your own future?

Bringing you the benefits of sustainable investing

• 03 Nov 2020
• Fund information
• 2 minute read

We launched our sustainable funds in response to demand for funds with a focus on Environmental, Social and Governance (ESG) and sustainable investment strategies.

Lockdown 2.0

• 03 Nov 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

What is Business Property Relief and how can it reduce Inheritance Tax?

• 02 Nov 2020
• Financial planning
• 5 minute read

In this article, we look at the basics of Business Property Relief and explain how it works. We also show how BPR can be used in Inheritance Tax planning.

US election preview

• 30 Oct 2020
• Investment Insight
• 3 minute read

With the US election under a week away, what implications may the result have for investments? 

Investor Insight - Autumn 2020

• 29 Oct 2020
• Quarterly investor insight
• 10 minute read

The coronavirus pandemic has had a significant transitory effect on the global economy, causing disruption to businesses, as well as spurring lasting changes. Investors must establish which assets will prosper longer-term, and at what price.

Investor Insight - Autumn 2020 video update

• 27 Oct 2020
• Investment Insight
• 6 minute watch

In this Investor Insight, Tony Whincup, Investment Specialist and Robert Alster, Chief Investment Officer, look back on where we are after this unprecedented year, recovery from the Covid crash and how we are challenging more traditional portfolios.

Brexit negotiations are back on

• 27 Oct 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

What is the Enterprise Investment Scheme?

• 26 Oct 2020
• Financial planning
• 5 minute read

In this article, we explore Enterprise Investment Scheme (EIS) - a tax relief scheme designed to encourage investment in early-stage companies.

Ready for round two

• 20 Oct 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Succession planning - how to efficiently pass on your business assets

• 15 Oct 2020
• Financial planning
• 5 minute read

In this article, we look at the basics of business succession planning. We also highlight some of the more common ways of passing on business assets.

Best Wealth Planning Team win at WealthBriefing European Awards 2020

• 14 Oct 2020
• Financial planning
• 2 minute read

We are delighted to have been named Best Wealth Planning Team at the WealthBriefing European Awards 2020.

Here we go again?

• 13 Oct 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Testing Trump

• 06 Oct 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

The common risks for business owners and how to prepare for them

• 29 Sep 2020
• Financial planning
• 5 minute read

In this guide, we look at five common risks businesses face and explain how business owners can prepare for them.

Winter is coming

• 29 Sep 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

After the furlough is over

• 29 Sep 2020
• Investment Insight
• 5 minute read

The Coronavirus Job Retention Scheme (CJRS), often referred to as the furlough scheme, comes to an end at the end of October. This important, if costly, support for the UK economy is being withdrawn as new coronavirus cases rise in the UK.

Falling leaves, falling inflation

• 22 Sep 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

How does a family trust protect your assets?

• 17 Sep 2020
• Financial planning
• 4 minute read

In this article, we look at how family trusts work and explain how to set one up. 

Back to Brexit

• 15 Sep 2020
• Weekly market update
• 5 minute read

Here's the latest weekly update from our investment team.

The bubble that got too big?

• 08 Sep 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

What is multi-asset investing?

• 02 Sep 2020
• Investment Insight
• 5 minute read

The concept of multi-asset investing has undergone a substantial shift over the past 20 years. Find out how Modern Portfolio Theory, alternative assets and risk management have contributed to this evolution.

Fed-up

• 02 Sep 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

I can't believe my CPIs

• 25 Aug 2020
• Weekly market update
• 5 minute read

Here's the latest weekly update from our investment team.

Can eating out help us out of a GDP hole?

• 18 Aug 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Charity income: Who is still paying?

• 14 Aug 2020
• Investment Insight
• 5 minute read

Investment income and what Trustees should expect in terms of income payments given the cut in dividends by many companies in the UK and overseas.

Never say never on negative rates

• 11 Aug 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Breaking the wrong kind of records

• 04 Aug 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

The feeling’s mutual

• 28 Jul 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Awful April, muted May

• 21 Jul 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investor Insight - Summer 2020

• 16 Jul 2020
• Investment Insight
• 2 minute read

Read our quarterly investor insight update for Summer 2020.

Eat it! Hire it! Move it!

• 14 Jul 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Summer statement – what does it mean?

• 10 Jul 2020
• Investment Insight
• 2 minute read

The chancellor this week revealed additional government spending measures designed to boost employment opportunities in the UK as the economy reopens.

Steps to protect yourself from fraudsters and financial scams during the coronavirus pandemic

• 08 Jul 2020
• Lifestyle
• 4 minute read

As a result of the coronavirus pandemic, there has sadly been an increase in the number of fraudsters exploiting people’s fears  - targeting pension savers, investors and online consumers.

A new New Deal?

• 07 Jul 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Investor Insight - Summer 2020 video update

• 02 Jul 2020
• Investment Insight
• 6 minute watch

Tony Whincup, Investment Specialist, speaks with Robert Alster, Head of Investment Services, for his insight on current market conditions in light of COVID-19 and what the road to recovery may look like.

When 2m becomes 1

• 30 Jun 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

Negative on negative rates

• 23 Jun 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

What gold and other alternative assets have to offer investors

• 18 Jun 2020
• Investment management
• 3 minute read

Tim West, managing director at Close Brothers, on the opportunities and risks of investing in gold.

R we there yet?

• 17 Jun 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

On the “warp” path

• 09 Jun 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

How is the COVID-19 pandemic impacting on the global economy?

• 08 Jun 2020
• Investment Insight
• 5 minute read

Will the economic reality reflect the gloomy picture painted by numerous surveys about the impact of the coronavirus?

Balancing risk and reward as investors

• 04 Jun 2020
• Investment management
• 3 minute read

Christopher Godfrey-Faussett, managing director at Close Brothers looks at the different approaches to risk.

Sino-the-times

• 02 Jun 2020
• Weekly update
• 5 minute read

Here's the latest weekly update from our investment team.

It pays to borrow

• 26 May 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Why it helps to have an active manager in your corner

• 21 May 2020
• Investment management
• 3 minute read

Alastair Wilson, managing director of Close Brothers, on the advantages of active investing in times of crisis.

Fur-lough for longer

• 19 May 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Active vs passive investing

• 18 May 2020
• Investment management
• 4 minute read

In this article, we look at the differences between active and passive investing, and examine the pros and cons of each style of investing.

Heading for the exit

• 12 May 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

What is estate planning?

• 11 May 2020
• Financial planning
• 5 minute read

Estate planning is a fundamental part of wealth management no matter how much wealth you have accumulated. In this article we look at the fundamentals of estate planning.

The trouble with market timing

• 10 May 2020
• Investment management
• 5 minute read

Philip Young, managing director at Close Brothers Asset Management, on investment opportunities in a downturn.

The importance of diversification

• 07 May 2020
• Financial planning
• 3 minute read

Lucy Katzarova, investment manager at Close Brothers Asset Management, explains the key role diversification plays in protecting clients’ portfolios.

US GDP: Great Demand Problem

• 05 May 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Who will buy my WTI?

• 28 Apr 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

WHO’s afraid of Donald Trump?

• 21 Apr 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Investor Insight - Spring 2020

• 16 Apr 2020
• Investment Insight
• 10 minute read

Can OPEC+ get a rise?

• 15 Apr 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

No April fools

• 06 Apr 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Investor Insight - Spring 2020 video update

• 02 Apr 2020
• Investment Insight
• 6 minute watch

In this 6 minute video Robert Alster, Head of Investment Services, explains our investment strategy in response to the COVID-19 outbreak and one of the biggest falls ever seen in equity markets.

The $2 trillion dollar rescue

• 31 Mar 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Investing in volatile markets

• 26 Mar 2020
• Investment management
• 5 minute read

In volatile times, there is often a temptation to withdraw your money from the market or hold off investing altogether, waiting for the ‘perfect’ time to invest. But when is the perfect time?

Race to react

• 24 Mar 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

March 18: COVID-19 update

• 18 Mar 2020
• Investment Insight
• 5 minute read

In light of recent events in financial markets, here's the latest from our investment team.

Our current view

• 17 Mar 2020
• Investment Insight
• 3 minute read

In light of recent events in financial markets, here's the latest from our investment team.

Supermarket sweep

• 17 Mar 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

7 financial planning tips to help you achieve your goals

• 16 Mar 2020
• Financial planning
• 4 minute read

In this article, we share seven top financial planning tips to help you create a robust financial plan.

Three things to remember in the current market turbulence

• 13 Mar 2020
• Investment Insight
• 3 minute read

The Covid-19 virus has now been declared a global pandemic and continues to cause significant turbulence in the markets.

Budget 2020: a summary of the changes

• 12 Mar 2020
• Financial planning
• 12 minute read

Following the announcement of the UK’s Budget 2020 we have prepared a summary of the key points and commentary.

An update on market movements

• 10 Mar 2020
• Investment Insight
• 5 minute read

Read our investment team's view on the fall in oil prices and the latest on Covid-19.

Italiano-go

• 10 Mar 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

The impact of isolation

• 03 Mar 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

What does Covid-19 mean for markets?

• 28 Feb 2020
• Market update
• 5 minute read

As global, multi-asset and long-term investors, our portfolios continue to benefit from diversification.

Corona coaster

• 25 Feb 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Investor Insight - Winter 2019-20

• 21 Feb 2020
• Investment Insight
• 10 minute read

Investor Insight - Winter 2019/20 video

• 19 Feb 2020
• Investment Insight
• 3 minute watch

Robert Alster, Head of Research, summarises what took place our recent investment committee meeting.

Sayonara Sajid

• 18 Feb 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Retirement planning: Can I afford to retire?

• 18 Feb 2020
• Retirement Planning
• 5 minute read

When thinking about which age to retire at an important question is, “Can I afford to retire?”, and the answer can be more complex than it might immediately seem.

Common Fisheries Policy is no red herring

• 11 Feb 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Like EU never left

• 05 Feb 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

The value of financial planning

• 03 Feb 2020
• Financial planning
• 3 minute read

Your unique circumstances will play a significant part in how you build your financial plan. We look at five key benefits of financial planning.

So long, farewell, auf wiedersehen, adieu

• 28 Jan 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

How to create a financial plan

• 27 Jan 2020
• Financial planning
• 5 minute read

A financial plan can provide you with a focus, helping you decide exactly how you’ll get to where you want to be – as well as helping you stay on track.

The inflation mirage

• 20 Jan 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Volte face

• 14 Jan 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

2020 (di)vision

• 08 Jan 2020
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Vic-tory-ous

• 17 Dec 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

The election outcome in focus

• 13 Dec 2019
• Market update
• 5 minute read

What does this mean for our investment strategy?

Watford scrap

• 10 Dec 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Second innings - Over-50s cricket

• 09 Dec 2019
• Lifestyle
• 5 minute read

Over-50s cricket is reigniting interest in the sport among older age groups.

Poll positions

• 04 Dec 2019
• Market update
• 2 minute read

Here's the latest market update from our investment team.

Is 55 too early to retire?

• 29 Nov 2019
• Retirement Planning
• 4 minute read

You say it best when you say nothing at all

• 26 Nov 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Manifestos not mops

• 19 Nov 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Trade wars and cold wars

• 12 Nov 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Number two for Close Brothers at FTAdviser Top 100

• 07 Nov 2019
• Financial planning
• 2 minute read

We are delighted to have been ranked second in the 2019 FTAdviser Top 100 Financial Advisers list.

Investor Insight - Autumn 2019 video

• 04 Nov 2019
• Investment Insight
• 5 minute watch

Robert Alster, Head of Research, summarises what took place our recent investment committee meeting.

Investor Insight - Autumn 2019

• 04 Nov 2019
• Investment Insight
• 6 minute read

All I want for Christmas is a majority

• 04 Nov 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

What does a Christmas election mean for Brexit?

• 31 Oct 2019
• Investment Insight
• 4 minute read

A general election provides a mechanism by which Brexit (or at least the first stage of it) may be resolved.

PM seeks comfy ditch

• 29 Oct 2019
• Market update
• 2 minute read

Here's the latest market update from our investment team.

Financial planning for newly married couples

• 23 Oct 2019
• Financial planning
• 3 minute read

Not-so-super-Saturday

• 23 Oct 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Information on the suspension of Woodford Equity Income Fund

• 17 Oct 2019
• Fund information
• 2 minute read

10 estate planning tips

• 14 Oct 2019
• Financial planning
• 5 minute read

I’m in a tunnel

• 14 Oct 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

“Two borders for four years” falls on deaf ears

• 08 Oct 2019
• Weekly update
• 2 minute read

Here's the latest market update from our investment team.

Hale storms

• 30 Sep 2019
• Weekly update
• 2 minute read

Planning for retirement in your 50s

• 25 Sep 2019
• Retirement Planning
• 3 minute read

Come on Arlene

• 24 Sep 2019
• Weekly update
• 2 minute read

Back-to-backstop meetings

• 17 Sep 2019
• Weekly update
• 2 minute read

Rudd-erless

• 10 Sep 2019
• Weekly update
• 2 minute read

Brexit update: three questions that matter

• 05 Sep 2019
• Market update
• 5 minute read

Will the 31 October Brexit deadline be extended? When will Jeremy Corbyn agree to a general election? Will the nation vote for "No Deal if Necessary"?

Going pro-rogue

• 03 Sep 2019
• Weekly update
• 2 minute read

Our research capability

• 28 Aug 2019
• Investment management
• 1.5 minute watch

A not so sweet Mac(a)ron

• 28 Aug 2019
• Weekly update
• 2 minute read

Curves in all the wrong places

• 19 Aug 2019
• Weekly update
• 2 minute read

The importance of financial planning

• 15 Aug 2019
• Financial planning
• 6 minute read

In today’s complex financial environment, achieving your financial goals is not always straightforward. This is where financial planning can help.

You can’t always get what Yuan

• 13 Aug 2019
• Weekly update
• 2 minute read

Trade tensions cause markets to correct

• 07 Aug 2019
• Market update
• 5 minute read

Year to date, market performance has been very strong, with all main indices delivering double-digit returns in Sterling terms to the end of July. However, at the beginning of August, market sentiment began to wobble, with a significant correction this week.

Brecon bleakens

• 05 Aug 2019
• Weekly update
• 2 minute read

Blonde on Blonde

• 01 Aug 2019
• Weekly update
• 2 minute read

In the Leyen of fire?

• 23 Jul 2019
• Weekly update
• 2 minute read

Tax-efficient school fees planning

• 22 Jul 2019
• Financial planning
• 3 minute read

In this article, we will take a look at the current cost of a private school education in the UK, and explore some effective tax-efficient school fee saving strategies.

Investor Insight - Summer 2019

• 19 Jul 2019
• Market update
• 6 minute read

Investor Insight - Summer 2019

• 18 Jul 2019
• Market update
• 5 minute watch

Educating the next generation

• 17 Jul 2019
• Financial planning
• 2 minute read

As the cost of private school fees mounts, grandparents are increasingly helping to foot the bill.

Financial thriving, not just surviving

• 16 Jul 2019
• Financial planning
• 5 minute read

Many people who are solely focused on surviving, might overlook strategies that would help them thrive.

No googly from the Fed

• 16 Jul 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Tackling the global plastic packaging problem

• 12 Jul 2019
• Investment management
• 8 minute read

How can socially responsible investment help to solve the global plastic packaging problem?

The cost of not planning ahead

• 10 Jul 2019
• Financial planning
• 4 minute read

Make sure you’re not missing out on valuable financial planning advice that could save you money.

Changing of Lagarde

• 09 Jul 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

10 questions to ask when choosing a financial planner

• 03 Jul 2019
• Financial planning
• 4 minute read

The planner you choose to work with can have a profound influence on your financial future, so it’s important to identify an expert that you can build a long-term relationship with. With that in mind, here is a list of 10 questions that are worth asking before selecting your financial planner.

20-20 vision

• 02 Jul 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Founding partner of The WealthiHer Network

• 28 Jun 2019
• Investment management
• 3 minute read

The Network is a group of change agents from the world of finance who have come together to champion female investors.

It's a farmers market

• 26 Jun 2019
• Investment management
• 4 minute read

The resemblance between the rise of both passive investing and industrial farming.

Being active about your passive portfolio: how to invest in passives well

• 25 Jun 2019
• Investment management
• 4 minute read

The final two

• 25 Jun 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Eight Brexit questions you’re probably asking

• 24 Jun 2019
• Investment Insight
• 7 minute read

Will Boris Johnson be the next prime minister? Will we leave the European Union with 'no deal' in October? Our investment team weighs in on these questions and more.

What do you need to know about bull and bear markets?

• 19 Jun 2019
• Investment management
• 5 minute read

It is useful to understand the difference between a bull and a bear market and what these markets mean for your personal investments.

The UK’s glum GDP

• 18 Jun 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

When to consolidate your pension pots

• 18 Jun 2019
• Retirement Planning
• 4 minute read

Tepid summer CPI

• 11 Jun 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Mexican stand-off

• 04 Jun 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

May day, May day

• 29 May 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

My way or the Huawei

• 21 May 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Yuan a fight?

• 14 May 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

US labour market lows

• 08 May 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

The import-ance of being Ernest

• 30 Apr 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Investor Insight - Spring 2019

• 29 Apr 2019
• Investment Insight
• 5 minute read

Investor Insight - Spring 2019

• 25 Apr 2019
• Market update
• 7 minute watch

China’s spring rebound

• 24 Apr 2019
• Weekly update
• 2 minute read

Trick or treaty?

• 16 Apr 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Stockpile skew

• 09 Apr 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Songs of Brexperience

• 02 Apr 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Bund breaches 0

• 26 Mar 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Support for the Bank of Mum and Dad

• 25 Mar 2019
• Financial planning
• 3 minute read

Third time lucky

• 19 Mar 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

2019 Spring statement update

• 14 Mar 2019
• Financial planning
• 10 minute read

Le Crunch

• 12 Mar 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Lending into retirement

• 11 Mar 2019
• Financial planning
• 3 minute read

BBBella Italia

• 05 Mar 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Are you ready for tax year-end?

• 04 Mar 2019
• Financial planning
• 3 minute read

Dovish dilemma

• 26 Feb 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Investor Insight- Winter 2018/19

• 22 Feb 2019
• Investment Insight
• 5 minute read

Investor Insight - Winter 2018/19

• 21 Feb 2019
• Market update
• 8 minute watch

Inflation winter chill

• 19 Feb 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

The value of investment research: Uncovering disruptive growth themes

• 14 Feb 2019
• Investment management
• 5 minute read

Here are a few areas where our in-house research team has identified potential for growth.

Chinese New Year, same old trade woes

• 12 Feb 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Domestic economy conundrum

• 05 Feb 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Downside risk

• 29 Jan 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Plan A 2.0

• 22 Jan 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Last plan standing

• 15 Jan 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

New year, new markets?

• 08 Jan 2019
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Set your financial resolutions for 2019

• 07 Jan 2019
• Financial planning
• 4 minute read

Market update

• 07 Jan 2019
• Market update
• 5 minute read

Given the volatility in markets, we are cognisant that clients may be feeling uneasy. Here is an update from our Investment Team.

Have you been appointed an Executor?

• 19 Dec 2018
• Financial planning
• 7 minute read

Ne’er cast a clout till May be out

• 18 Dec 2018
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Investor Insight - December 2018

• 17 Dec 2018
• Market update
• 6 minute read

Uncertainty prevails

• 11 Dec 2018
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

The value of socially responsible investment

• 07 Dec 2018
• Investment management
• 3 minute read

Deal or no deal?

• 04 Dec 2018
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Deal dilemma

• 27 Nov 2018
• Weekly update
• 2 minute read

Here's a weekly update from our Investment Team.

Matt Stanesby on our Close Managed Funds

• 22 Nov 2018
• Investment management
• 7 minute watch

Brexit - an update on our thoughts

• 05 Nov 2018
• Investment Insight
• 5 minute read

In this Investment Insight, we examine the key issues and investment implications of the UK's future relationship with the EU.

Investor Insight - Autumn 2018

• 24 Oct 2018
• Market update
• 10 minute watch

Investment Insight - Our views in light of recent market volatility

• 15 Oct 2018
• Investment Insight
• 4 minute read

Funding the next generation

• 20 Aug 2018
• Financial planning
• 5 minute read

Bull and Bear – the US economy

• 02 Jul 2018
• Market update
• 5 minute read

Investor Insight - Summer 2018

• 01 Jul 2018
• Market update
• 8 minute watch

Girls just wanna have funds

• 25 Jun 2018
• Financial planning
• 7 minute read

Investing in health and wellness

• 23 May 2018
• Investment management
• 5 minute read

Investor Insight - Spring 2018

• 10 Apr 2018
• Market update
• 4 minute watch

Betting on Beijing will take courage

• 29 Mar 2018
• Market update
• 3 minute read

Should investors follow the PM into China?

• 01 Mar 2018
• Market update
• 3 minute read

Investment Insight - Should we worry about a trade war?

• 01 Mar 2018
• Investment Insight
• 5 minute read

Investment Insight - Why do tariffs matter for markets?

• 01 Mar 2018
• Market update
• 4 minute read

Investment Insight - Market Turbulence 2018

• 09 Feb 2018
• Market update
• 4 minute read

Finding the balance between humanity and technology

• 17 Jan 2018
• Financial planning
• 2 minute read

Charting a course through financial volatility

• 12 Jan 2018
• Financial planning
• 3 minute read

Save and invest for the long term

• 05 Jan 2018
• Financial planning
• 2 minute read

Spread your net to hit your long-term targets

• 02 Jan 2018
• Investment management
• 3 minute read

Finding the right mix for a smooth future

• 21 Dec 2017
• Investment management
• 2 minute read

Tailoring your portfolio to find the perfect fit

• 15 Dec 2017
• Investment management
• 2 minute read

Why bespoke planning beats off-the-peg

• 08 Dec 2017
• Investment management
• 2 minute read

Investor Insight - Winter 2017/18

• 01 Dec 2017
• Market update
• 6 minute watch

Investment Insight: Close Select Fixed Income Fund

• 25 Nov 2017
• Investment Insight
• 7 minute read

The lifetime allowance - don’t forget age 75 issues

• 24 Nov 2017
• Financial planning
• 2 minute read

The psychology of investment

• 16 Nov 2017
• Investment management
• 5 minute read

Investor Insight - Autumn 2017

• 19 Oct 2017
• Market update
• 5 minute watch