Publications
Our quarterly newsletter Insight is an informative 4-pager that keeps clients informed of significant developments in personal finance, such as major tax changes and alterations in the rules for financial products (sadly, all too frequent) that require people to review their affairs.
"From April 2027, any unused pensions are expected to be subject to inheritance tax. This will require a shift of emphasis for many families in the way they balance their retirement income provision and inheritance tax planning. "
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Is intended to provide you with an insight into our Recommended Fund List, the methodology behind our fund selection and most importantly, how the funds have performed. Our fund selections generate higher returns than the average of their rivals, and their relevant market averages, demonstrating that our intensive research effort into funds actually pays off.
"The conclusion is the Emerging Markets Index is hard to beat, fu l of concentration risk, to perhaps a higher degree than some more publicised markets and not ‘a l about China’. We feel active management is the only way to sensibly a locate to this part of the world."
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Our update on global investment markets. Every quarter we review our current thoughts on the key sectors which are represented with client portfolios, discussing recent announcements, sector prospects and the challenges & opportunities we see affecting investment returns.
"For us, the most significant risk of this war, at the time of writing, is a policy response error. Germany is already talking about energy price controls, the UK is planning its own assistance response, and other nations have started looking at fuel rationing. This level of government intervention almost always leads to unintended consequences as they disturb the free market economy."
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