Investment Director Charles Bathurst-Norman of J M Finn reflects on the global macroeconomic and geopolitical environment in 2023 and explains his cautious optimism for the year ahead. 2023 started with low expectations for global growth and elevated f …
You can tell this is an election year Budget. Chancellor of the Exchequer Mr Jeremy Hunt opened his speech reporting a long list of his party’s recent successes – although later fact checks by the BBC found he was slightly misrepresenting the figures h …
When you are reassessing your Family Wealth Plan, you may identify some modifications that you wish to make. If, in the intervening period between making your Will and now, some significant changes were to affect various people named within your plans, …
As the dust settles on the festive period, it can be easy to fall into the ‘doom trap’ of January. However, there are many ways to lift your spirits and look after your mental wellbeing during the darker months. Here are a few small suggestions – let …
An update from our investment partners, J M Finn. The fourth quarter of the year had an uncomfortable start giving way to November and December delivering strong returns, as encouraging economic data led to a dramatic shift in interest rate expectation …
Inheritance Tax (IHT) has garnered much attention in the press of late. This came to a head around the time of the recent Autumn Statement, when we heard many rumours about it being axed. However, for now at least, it’s here to stay. It is something yo …
After the disastrous Autumn mini Budget and its subsequent revision last year, this Autumn Statement has been highly anticipated. The Government’s Autumn Statement was delivered by Chancellor Jeremy Hunt on Wednesday 22 November, and included a raft of …