Weekly Market Update – Week Ending 08/03/24

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In the same vein that the Mansion House Compact is looking to encourage investments into UK unlisted companies with pensions, Jeremy Hunt is looking to introduce the ‘Great British ISA’ as a £5,000 extension to the current £20,000 annual ISA allowance. Outside of the debate around the dictation of asset allocation, which should vary between…

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Inspiring Good Financial Planning

This year’s International Women’s Day celebrates the global theme of “Invest In Women: Accelerate Progress”, which emphasizes the importance of the equality and wellbeing of women in all aspects of life. This includes financial empowerment – much progress has been made in many social, economic, and political areas to improve equality for women. However, financial…

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Autumn Statement 2023 – What Can We Expect?

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The Autumn Statement is based on forecasts from the Office for Budget Responsibility, delivered by the Chancellor of the Exchequer. It is an update on the government’s plans for the economy. This year’s Autumn Budget is particularly interesting with a general election on the horizon. Voters and businesses alike will be looking for any taxpayer-friendly,…

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Weekly Market Update- Week Ending 30/03/2023

A man looks over mountains with MHA Caves Wealth logo across the bottom

After a turbulent period, which saw significant stress within the banking system and further interest rate hikes, investors took comfort this week in the absence of any further bad news. Investment markets were positive, with both equities and corporate bonds higher as worries over further contagion within the banking sector subsided. The FTSE 100 index,…

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PCEB Webinar – Business Protection: What, Why, When?

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20 April @ 10am – 11am   To protect your business’ long-term financial security and success, it’s important to have the right policies in place for your key people.  If you own a business, chances are you have invested in policies to cover employers’ liability insurance, public liability insurance and professional indemnity insurance. It is…

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Webinar Recording- PCEB Discretionary Funds

Event/Seminar details Our popular Private Client & Entrepreneurial Business (PCEB) webinars are back! Each month, we focus on a key topic for our private and entrepreneurial clients, concluding with an open tax clinic. In this first session of the new series, we explore Discretionary Fund Management. As we’ve seen since the Chancellor announced a series…

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Top 5 Financial Planning Tips

Read on for our top 5 financial planning tips to help you take control of your finances more effectively and get your money working for you.   We are living in uncertain economic times and the cost of living continues to put pressure on businesses and households. Food, utilities, fuel – we are all feeling…

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Weekly market update- week ending 07/10/22

It was Harold Wilson who famously said that “a week is a long time in politics”. This seems very relevant in the current times as the fallout from the mini/maxi budget continues. Having received a bemused reaction from most corners of the political spectrum when announced, the government this week revealed the rollback of the…

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