Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT) and Inheritance Tax (IHT) that could affect your financial plan. Ahead of the Budget, prime minister Keir Starmer said it would be “painful” as there was a £22 billion black […]
2 key Budget announcements that may affect your financial plan Read More »
While inflation is stabilising in many major economies, markets continue to experience some volatility, which may have affected your investment portfolio. According to the latest International Monetary Fund’s Global Financial Stability Report, markets could be underestimating the risks of conflicts and upcoming elections. Indeed, the rising price of gold suggests some investors are seeking a
Investment market update: October 2024 Read More »
Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as “a Budget to
Your Autumn Budget update – the key news from the chancellor’s statement Read More »
Have you considered making ESG (environmental, social, and governance) factors part of your investment plan, but worried it’d affect returns and your ability to reach your goals? New research suggests that the opposite could be true – that companies with higher ESG ratings might deliver stronger investment returns. ESG investing means you consider environmental, social,
Research links stronger investment returns with high ESG ratings Read More »
How would your family cope financially if you passed away? It may be a difficult question to consider, but it could also be an important one. Understanding the challenges your family could face may mean you’re able to identify steps to protect them, including taking out financial protection if appropriate. Financial protection is a type
2 valuable types of financial protection to consider if you have a family Read More »
More than 70% of Brits think Inheritance Tax (IHT) is unfair, according to a poll carried out by Tax Policy Associates in 2023. You might consider how other countries handle taxing assets when you pass away to be “fairer”, read on to find out more. Over the last few months, you’ve read about how IHT
Inheritance Tax: How does the UK compare internationally? Read More »
