Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

Please note, you may need to allow pop-ups in your browser to download newletters

Please note, you may need to allow pop-ups in your browser to download newletters

The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q4 2023

In this issue we take a look at interest rates, bonds and the FTSE
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q1 2023

In this issue we take a look at the FTSE, inflation and the budget
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q2 2023

In this issue we take a look at the inflation and ISAs
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q3 2023

In this issue we take a look at gifting your house, mitigating capital gains tax and inflation

UK News

UK unemployment rises to highest for nearly a year
The jobless rate rose to 4.3% between January and March while the number of vacancies shrank.
UK mining giant Anglo American unveils break-up plan
The announcement comes after the company rejected a £34bn takeover bid from rival BHP.
Workers leaving steel town as 2,000 job cuts loom
There are fears Tata Steel workers leaving Port Talbot to look for new jobs could gut the community.
US bans China crypto-miner from nuclear base area
Chinese firm MineOne Partners has been ordered to sell land it owns near a US nuclear missile site.
New version of Chat-GPT can teach maths and flirt
OpenAI has unveiled a new, faster version of its generative AI tool, ChatGPT.