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

A think tank says a new bank tax could raise £8bn a year, a suggestion that sent bank shares tumbling.
Chief executive Peter Hebblethwaite led the company when it sacked hundreds of staff in March 2022.
The US scraps its de-minimis exemption, meaning no more duty-free entry of small parcels to the US.
A workers union says the email sent in error caused panic and distress.
Lower-price goods will no longer be duty-free, in a move that will affect millions of shipments.