Managing your investment portfolio

1st April 2020

With markets in turbulence – falling one day, and rallying the next – it can be difficult to know what to do to manage your investment portfolio through the current global crisis. Julian Broom, our Chief Investment Officer, considers what steps to take to maintain some control over your... read more

Posted in: Financial Planning, Investments, News

An update on currency during the coronavirus crisis

27th March 2020

During this unprecedented and uncertain time, you may have noticed that the currency markets are particularly volatile. We are conscious of the challenges facing us all and can offer support and guidance. Here are some examples of currency pairs that you may wish to watch, should you be exposed... read more

Posted in: Financial Planning, News

UK commercial property funds: an update

26th March 2020

UK commercial property has long been a popular sector for investors. But how is it responding in the wake of the global Coronavirus crisis? Julian Broom, our Chief Investment Officer, provides an update: Market volatility over the last few weeks has created increased pressure on all asset classes. The... read more

Posted in: Financial Planning, Investments, News

Coronavirus: Tax relief available

Against the backdrop of the Coronavirus outbreak the UK Government has announced a range of extraordinary measures to help individuals and businesses through the coming months. Peter Webb, our International Tax Manager, details what’s been announced so far: Residence – relief for days in the UK spent because of... read more

Posted in: News, Tax

Bear markets explained

24th March 2020

A bear market is a term that investors tend to fear more than any other. Yet here we are. In recent weeks we’ve seen a drop of more than 20% in asset prices from their recent highs. This will of course shake the confidence of many investors. During uncertain... read more

Posted in: Financial Planning, Investments, News

COVID- 19 – a tax update for UK non-residents

23rd March 2020

With the coronavirus (COVID-19) pandemic impacting the ability to move freely to and from the UK, it is important to consider the wider tax consequences. If you remain unexpectedly in the UK it may affect your UK residence status which is generally determined by the amount of time you... read more

Posted in: News, Tax

Government to postpone IR35 reform amid Covid-19 fallout

19th March 2020

On 17 March, Chief Secretary to the Treasury, Steve Barclay, announced that the extension of the more rigorous compliance regime for the IR35 rules to the private sector will now be delayed until 6 April 2021. This announcement comes less than a week after Chancellor Rishi Sunak confirmed in his Budget that the new regime would apply to the private sector from 6 April 2020.   The IR35 rules are aimed... read more

Posted in: News, Tax

A few words of comfort

17th March 2020

We are early in the spread of Coronavirus with health systems and populations still to reach the point of maximum impact. Yet there is hope both on the medical front and in the financial markets. Policymakers will find the right mix of actions to instill confidence back into the... read more

Posted in: Financial Planning, Investments, News

The UK Budget

12th March 2020

Prefaced with a half point interest rate cut, the new Chancellor, Rishi Sunak, has delivered his first UK Budget. Julian Smith, our Head of Tax, explores the key points: Against the backdrop of the global Coronavirus outbreak and tough market conditions, the Chancellor’s speech unsurprisingly focused on delivering a... read more

Posted in: News, Tax

A little perspective…

6th March 2020

The reaction of global markets to the Coronavirus were widely reported across the media last week leaving many investors feeling nervous. So where do we go from here? Julian Broom, our Chief Investment Officer, explores why it pays to have a little perspective during turbulent times.   When it... read more

Posted in: Financial Planning, Investments, News