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.

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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

Post Office boss obsessed with pay says ex-HR chief
Nick Read repeatedly made threats to resign over the issue, former Post Office HR chief claims.
Husband of ex-Post Office boss advised on IT 'bug'
A decision to use "less emotive" words for problems with Horizon is called "Orwellian", inquiry hears.
Air traffic meltdown boss defends staff working from home
Air traffic control boss says last summer's outage would have been worse if staff had not worked remotely.
Petrol prices on UK forecourts hit 150p a litre
Rising oil prices have lifted the cost of filling up but it may prove short-term, claim experts.
Mortgage costs rise as banks confirm higher rates
The increases come after forecasts for when the Bank of England will cut interest rates are pushed back.