Investment Strategy Quarterly – July 2026 July 10, 2026 In this Investment Strategy Quarterly, we look at the continuing impact of the Iran conflict, the outlook for the UK, economic growth in the US, and the resilience of the S&P 500. Plus, how political and geopolitical landscapes remain the key drivers of policy uncertainty. Continue Reading
Your Home Is Likely Your Biggest Asset – So Is It Built Into Your Financial Plan? July 2, 2026 It is not unusual to see retirees with four or five times more capital in their home than in their retirement savings, yet this often gets overlooked as part of the financial plan. A good starting point is to ask yourself “Will your main residence no longer be suitable for you at a certain time in your life?”. If the answer is yes, then you may wish to consider the impact of selling it and when would be the right time to do so. Continue Reading
Inheritance Tax Explained – Allowances, Rules & Hidden Traps June 15, 2026 Inheritance Tax (IHT) is often an overlooked area of people’s financial plans. It is not always for those with significant assets and can creep up on you over time. Property, business interests, savings and investments can quickly push an estate well beyond the standard allowances, leaving families exposed to a substantial tax liability. Without careful planning, as much as 40% of your net estate could be lost to tax, impacting the wealth you’ve worked hard to build and the legacy you want to leave behind. Continue Reading
Scaling new peaks June 3, 2026 In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the continued Persian Gulf conflict and its impact on energy supplies, price pressures, and how pessimism in the bond markets contrasts with optimism in the stock market. Continue Reading
Keep calm and carry on May 6, 2026 In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical points from the last few weeks, takes a look at recent stock market highs, plus grounds for cautious optimism. Continue Reading
Investment Strategy Quarterly – April 2026 April 15, 2026 In this Investment Strategy Quarterly, we look at the potential impact of a new Federal Reserve Chair, the rising pressure on the UK economy, and sentiment-driven assets. Plus, we examine the combined complexities of interest rates, inflation and mortgages. Continue Reading
What does the Spring Statement mean for your finances? March 5, 2026 Our Spring Statement 2026 article highlights the key points from the Chancellor’s update and explains what it could mean for your finances ahead of the 2026/27 tax year. Continue Reading
Wrecking Ball March 3, 2026 In this edition of Monthly Market Commentary, our European Strategist, Jeremy Batstone-Carr, examines the contrasts between US and Asian stock markets, considers the impact of agentic AI and highlights resilience in the UK market. This piece also touches on the recent events in the Middle East. Continue Reading
Alarums and excursions February 4, 2026 It is often said that January sets the scene for the rest of the year when it comes to the markets – will the same hold true for 2026? Our European Strategist, Jeremy Batstone-Carr, examines key economic and geopolitical events from the last few weeks, before looking ahead to the coming months. Continue Reading
Investment Strategy Quarterly – January 2026 January 13, 2026 In our first Investment Strategy Quarterly of 2026, we examine the continued demand for electricity, optimism for the bond market, the importance of selectivity in equities, plus the potential risks and opportunities for the year ahead. Continue Reading
