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8th October 2013 - Investment Comment

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 ...

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8th October 2013 - News

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 ...

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26th September 2013 - News

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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19th September 2013 - News

Our Advice Process

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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12th September 2013 - News

Venture Capital Trusts

Venture Capital Trusts (VCTs) are investment companies listed on the London Stock Exchange. They were first launched in 1995 as a collaboration venture between HM Government and the trade association of the UK private equity industry, the ...

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