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Structured Products – Individuals & Corporates
Structured products are designed to provide a return in excess of what is available from traditional bank accounts, whilst also offering a degree of protection on the underlying capital. Whilst not an exhaustive list, these products can often be used in the following scenarios. For Individuals: Where surplus cash is currently held…
Read MoreWeekly Market Update- Week Ending 16/06/2023
This week saw the release of the much-anticipated inflation figure for May in the US and the Federal Reserve’s (Fed) latest decision on interest rates. On Tuesday, we got confirmation that inflation continues to trend lower in the States, with inflation in the year to May at 4%, having been 4.9% in April. This was…
Read MoreWeekly Market Update- Week Ending 09/06/2023
It was a generally positive week for equity markets. Investment sentiment was dominated by the possible implications of inflation proving stickier than expected across the globe. With hopes that interest rates were close to peaking in most developed markets, there was surprise this week when both the Bank of Canada and Reserve Bank of Australia…
Read MoreWeekly Market Update- Week Ending 02/06/2023
With sentiment dominated by events across the pond in Washington D.C., it was a mixed week for investment markets. On Wednesday night, there was a sense of relief as, with a vote of 314-117, the US House approved the debt ceiling and budget cuts package. The agreement now heads to the Senate with sign-off expected…
Read MoreWebinar recording: Wealth Transfer & Inheritance Tax Planning
In this webinar, we look at effective wealth transfer and the associated inheritance tax planning opportunities to be aware of. For all of us, there will come a time when we start thinking about the future and how our assets and wealth can be passed effectively to future generations. An effective wealth transfer plan can…
Read MoreDemonstrating Our Commitment to High Standards
With MHA Caves Wealth being an Associate Firm, this publicly aligns our firm with the Personal Finance Society (PFS), the largest professional body for the financial planning sector. Associate Firms voluntarily demonstrate the adoption of the professional standards set by the Personal Finance Society enabling us to stand tall behind a culture that places clients…
Read MoreWeekly Market Update – Week Ending 13/01/2023
For investors, the main focus of attention this week was on the December US inflation data, due Thursday. With markets in a more optimistic mood since mid-December, there was a collective sigh of relief when the data showed a sixth straight monthly decline in inflation to 6.5% year-on-year. Having been 7.1% in November, the sharp…
Read MoreWebinar Recording: Business Relief and Pensions
In part 2 our Tax Efficient Investing webinar, our financial adviser Scott Kent joins the private client team from MHA MacIntyre Hudson to look at the rules associated with pension reliefs and where the opportunities exist. They also cover the Inheritance Tax benefits associated with qualifying investments for Business Relief, and how this compares to…
Read MorePCEB Webinar Tax Efficient Investing Part 2: Benefits of Business Relief & Pensions
15 December 10am In part 2 of our Tax Efficient Investing webinar, Chartered Financial Planner Scott Kent is joined by Tax Partners Patrick King and James Kipping from MHA MacIntyre Hudson, to provide insights on investing in Pensions and the associated tax reliefs and restrictions. We also look at how investments qualifying for Business Relief…
Read MoreWebinar – Tax Efficient Investing Part 1 – Benefits of VCT’s and EIS’s
15 November 10am We are teaming up with the private client & entrepreneurial business team at MHA MacIntyre Hudson, to bring you a monthly webinar series. Each month, we will focus on a key topic, and conclude with an open clinic to discuss specific questions or concerns you have. In this webinar, we look at…
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