The Budget 2020: What you need to know to help your clients

The Budget 2020: What you need to know to help your clients

When the Conservatives won the General Election back in December 2019, it was on the back of some manifesto promises that would move the UK forward post Brexit. Now we have officially left the EU, the new Chancellor has stood up to deliver the first Budget of this new era, facing a number of challenges, which were not in anyone’s plans.
If it's not hurting, you are not doing it right

If it's not hurting, you are not doing it right

Lawrence Cook, Head of UK Intermediary Distribution, discusses the 'if it's hurting, it's working' school of thought.
Patience is key for citizens and investors

Patience is key for citizens and investors

Welcome to our weekly newsletter, where we summarise the key market developments
Suspended Property funds

Suspended Property funds

Recently, there have been a number of fund suspensions in the UK property sector because the Covid-19 virus has impacted the independent valuers’ ability to value UK property held as underlying investments in the funds.
Coronavirus special: counting the cost and looking ahead

Coronavirus special: counting the cost and looking ahead

This month we discuss why markets reacted so aggressively, and what we can expect in the weeks, months and years ahead.
Retirees: Is it time to review your investment and income strategy?

Retirees: Is it time to review your investment and income strategy?

As investors recently watched the value of their hard-earned savings tumble overnight, it gave rise to fear and panic. Younger investors have time to recover their losses, but what about those already in retirement, and particularly clients who need their pension savings for an income? Here we discuss some simple things you can consider in order to protect your future retirement income.
Markets stabilise after unprecedented stimulus

Markets stabilise after unprecedented stimulus

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Market Turbulence: Investment Update

Market Turbulence: Investment Update

In the midst of what has been an extraordinary period of market volatility, please see a video update from our Chief Investment Officer, Phil Smeaton, in which he discusses what has happened in global investment markets of late, what it means for us as investors and why now is a bad time to panic.
Bank of England cuts interest rates, Schools closed and a £350 billion bailout

Bank of England cuts interest rates, Schools closed and a £350 billion bailout

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Short-Term Noise, Long-Term Investing

Short-Term Noise, Long-Term Investing

Now more than ever it is imperative that investors avoid making decisions motivated by fear. As we have emphasised before, the importance of staying invested cannot be overstated, even as markets continue to plunge.
COVID-19 spreads, equities plummet, opportunity knocks

COVID-19 spreads, equities plummet, opportunity knocks

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Spring Budget 2020 Summary

Spring Budget 2020 Summary

In this Government’s first budget and the first since the UK left the EU, the Chancellor, just four weeks in to his role, was faced with a number of challenges. Our summary sets out the main changes to tax rates and allowances for individuals, companies and trustees. It also aims to identify other notable changes which may be of interest.
US Federal Reserve and the Bank of Canada cut policy rates

US Federal Reserve and the Bank of Canada cut policy rates

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
End of tax year – time is ticking

End of tax year – time is ticking

Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.

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The value of investments and any income from them can fall and you may get back less than you invested.