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Standing the test of time

6th August 2020

The last few months have delivered a global event which we could never have foreseen, and despite our 122 year history we’ve faced a unique set of circumstances which have prompted the need to adapt accordingly.  Jeremy Woodley, our CEO, explores how our past is helping guide our future.... read more

Posted in: Financial Planning, News

A path to economic recovery?

14th July 2020

As we move through the pandemic many analysts are beginning to share their views on the likely path of economic recovery. Julian Broom, our Chief Investment Officer, reviews the latest market information. The last few weeks feel like a bit of a turning point for 2020. Global and US... read more

Posted in: Financial Planning, Investments, News

Updating your Will after divorce

A divorce tends to prompt a review of your financial position, including updating your Will. As with every element of estate planning it’s important to consider your personal circumstances and wishes for the future. Steve Wright, our Estates Director, explores what it’s useful to be aware of when it... read more

Posted in: Estate Planning, Inheritance Tax, News

The Summer Statement

10th July 2020

On Wednesday 8 July the UK Chancellor, Rishi Sunak, delivered a short Budget Statement, in the light of the Covid-19 crisis. The Statement, which formed the second phase of the UK Government’s response to the pandemic, was focused on setting the UK towards economic recovery. Peter Webb, our International... read more

Posted in: News, Tax

What tax changes might a UK emergency budget bring?

26th June 2020

Rumours are growing that Rishi Sunak will present an emergency budget to the House of Commons early July 2020. Given the historic contraction in the UK economy such a measure wouldn’t be surprise. But what could the Chancellor announce? Peter Webb, our International Tax Manager, explores some of the... read more

Posted in: Financial Planning, News, Tax