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, political concerns and US markets
In this issue we take a look at interest rates, bonds and the FTSE
In this issue we take a look at FTSE, inflation and the budget
In this issue we take a look at FTSE, inflation and the election

UK News

Most analysts believe the Bank rate will remain at 4% for now, although there could be a cut in December.
The BBC understands there have been "conversations" within government about the possibility of a new levy on EVs.
Administrator's report shows firm owes £39m to HMRC on top of £148m owed to Department of Health
If the court rules against Trump's tariffs, it could force the US to refund some of the billions it has collected.
In the 2023 remarks from the King he said AI was "no less important than the discovery of electricity" but warned the risks must be tackled.