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Market Outlook – May 2021

With vaccine roll outs gathering pace, lockdowns easing and continued financial stimulus promised, it is understandable that the consensus now anticipates a strong recovery in demand and activity as the year progresses. As a result, year to date ‘safe haven’ … More

Market Outlook – April 2021

With vaccine roll outs gathering pace, lockdowns easing and continued monetary and fiscal stimulus promised, it is understandable that the consensus now anticipates a strong recovery in demand and activity as the year progresses. As a result, during the first … More

2021 Spring Budget

    Rishi Sunak delivered his second Budget on 3 March 2021. Here are the main points to digest: Furlough Scheme The furlough scheme and self-employed grants have been extended until the end of September. The furlough scheme currently pays … More

Market Outlook – Feb 2021

Markets continued to push higher during the final months of 2020 as positive vaccine trials were announced and investors started to believe that the rollout of vaccinations in 2021 would return the global economy back to something approaching normality. As … More

Investment Outlook – Jan 21

Markets continued to push higher during the final quarter of 2020 as positive vaccine trials were announced and investors started to believe that the vaccinations in 2021 would return the global economy back to something approaching normality.  A global economic … More

Market Commentary – Nov 2020

  The MSCI UK All Cap index returned +5.6% during the three months to the end of November, while the MSCI World ex UK index returned +5.9% in Sterling terms. Initially, the UK stock market performance was held back by … More

Market Commentary – August 2020

The MSCI UK All Cap Net Return index returned +0.5% during the three months to the end of July, whilst the MSCI World ex UK (£) Net Return index returned +8.8% in Sterling terms. Equity markets recovered a significant amount … More

5 potential changes to Capital Gains Tax (and how they may affect you)

Earlier this year the Government asked the Office of Tax Simplification (OTS) to review Capital Gains Tax (CGT) with a view to simplifying the system and addressing any areas where the existing rules can distort taxpayer behaviour. Whilst the Government … More

Investment Outlook

During the second quarter of the year asset prices rallied strongly following the sharp COVID-19 related declines witnessed during the first quarter. Policy makers have been impressively swift to announce innovative measures to support economies which have experienced a hard … More

Market Commentary – July 2020

Market Commentary – July 2020 The MSCI UK All Cap NR index returned +9.4% during the three months to the end of June, whilst the MSCI World ex UK (£) NR index returned +20.4% in Sterling terms. Equity markets recovered … More

Key frontline workers now exempt from Inheritance Tax

In news that will be welcomed by many, the families of front-line workers are to be exempt from Inheritance Tax (IHT) should they pass away as a result of COVID-19, in what the government calls the ‘blue light exemption’. What … More

Market Commentary – June 2020

The MSCI UK All Cap NR index returned -8.3% during the three months to the end of May, underperforming the MSCI World ex UK (£) NR index materially, which returned +4.9% in Sterling terms. Equity markets fell sharply during the … More

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