Weekly Market Update – Week Ending 12/04/24

It was announced this week that the UK economy grew for the second month in a row in February. Gross domestic product (GDP) rose 0.1% in the month, causing optimism that the UK’s technical recession may be coming to an end. Although we have now seen two consecutive months of increases, GDP still remains below…

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Weekly Market Update – Week Ending 05/04/24

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UK shop price inflation released this week provided an early indication of the direction of travel for the March inflation figure due to be released later this month. Shop price inflation fell to its lowest figure since December 2021 to 1.3%, indicating that the huge price increases seen over the last 2 years may finally…

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Weekly Market Update – Week Ending 22/03/24

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It was a strong week for financial markets with investors cheering central bank interest rate decisions. On Wednesday, the Federal Reserve (Fed) held US interest rates at the range of 5.25%-5.5%. The move was widely expected, but what pleased the market was that Fed officials are still forecasting three rate cuts for this year. There…

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Weekly Market Update – Week Ending 15/03/24

  This week saw Donald Trump and Joe Biden each gather enough backing to set up a re-run of the 2020 battle for the White House, as they both secured their parties’ presidential nominations. Taking place on the 5th November, fireworks can be expected with no love lost between the two candidates.   With just…

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Webinar: Using Trusts for Tax & Financial Planning

Watch this invaluable webinar held with the ICAEW Financial Planning Community. Learn how Trusts can be utilised, with practical examples of where different types of vehicles can be used to deliver the most effective outcomes. Trusts offer a way to protect your assets, such as property, cash or investments and facilitate the transfer of assets…

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Growing Your Investment Income

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If your investment goal is income, your options have broadened in the last two years.          Source: Bank of England If you wanted income from your capital two or more years ago, there often seemed little alternative to taking on higher investment risk to achieve your goals. The Bank of England interest…

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MHA Caves Quarterly Newsletter – Q3 2023

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Welcome to the latest edition of Caves Quarterly, where we review the key market and financial news from the last few months, and look ahead to the future.   To read, please click the link: MHA Caves Quarterly Newsletter – Q3 2023

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Weekly Market Update – Week Ending 06/10/2023

This week, events in the bond markets dominated the headlines. As investors continued to adopt a “higher for longer” narrative for interest rates, long-dated government bond yields around the globe increased.    On Wednesday in the US,  30-year Treasury bond yields rose to 5% for the first time in 16 years, whilst in Germany the…

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Pensions: Are You Saving Enough?

Pensions: are you saving enough?

Are you new to pensions and looking to understand the basics, or do have a pension already but want to know how to get the best from it?         Look no further – as part of Pensions Awareness Week (11 – 15 September) we share the answers to the questions we get…

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Capital Gains Rules Relaxed for Separations

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Divorce or dissolution can be a painful process, but new rules should ease some of the tax complications couples face when splitting assets. The changes relate to capital gains tax (CGT). Under UK tax rules, assets can be transferred between married couples and civil partners without triggering a CGT charge. But difficulties can arise once…

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