News & Media
Quarterly Investment Comment: Q4 2013
Returns of indices are shown below: Q3 2013 % YTD 2013 % Year 2012 % Year 2011 % Equities ...
Investment Comment October 2013
There is considerable concern about the US government shutdown and the pending debt ceiling deadline. It is to be hoped that a settlement will be reached before the deadline. The underlying economy continues to recover and increasing ...
UK economic prospects revised upward
In further encouraging signs of the improving UK economy, the OECD, in their latest assessment of the global economy, has raised its forecast for growth in UK Gross Domestic Product (GDP) in 2013 from 0.8% to 1.5%, due to the momentum achi ...
Making Gifts and Inheritance Tax
This news bulletin is designed to provide an overview of current regulations regarding inheritance tax (IHT) and making gifts out of one’s estate. It is not exhaustive and should not be relied upon as advice. Everyone’ ...
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The advice we provide is tailored to each individual client and their needs. We offer a comprehensive financial planning service, in addition to providing investment advice and portfolio management. As Independent Financial Adv ...
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