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Weekly Market Update – Week Ending 13/01/2023

16 Jan 2023
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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…

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Weekly Market Update- Week Ending 06/01/2023

06 Jan 2023
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As investors returned to their desks following the Christmas break, it was the same themes which dominated minds. Worries over slowing economic growth, combined with an environment where central banks continue to raise interest rates, were balanced with the optimism surrounding the reopening of China and how this might boost global growth in the year…

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Weekly Market Update- Week Ending 23/12/2022

23 Dec 2022
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A man and woman look over mountains with MHA Caves Wealth logo across the bottom

On lighter-than-normal volumes, as we enter the Christmas run-in, global equity markets were mixed this week as the anticipated Santa rally failed to gather much momentum. US shares came under pressure on Thursday after revised GDP data indicated that the US economy grew faster than previously thought in the third quarter, sparking fears that the…

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Webinar Recording: Business Relief and Pensions

23 Dec 2022
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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…

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Weekly Market Update- Week Ending 16/12/2022

16 Dec 2022
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A woman looks over mountains with MHA Caves Wealth logo across the bottom

There was no sign of a Christmas slowdown in investment markets this week as we saw new inflation data and interest rate decisions from many of the world’s largest economies. On the inflation data front in both the US and the UK, it was encouraging news. Following the fall in October to 7.7% (which kickstarted…

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Weekly Market Update- Week Ending 09/12/2022

09 Dec 2022
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A man crouching looking over a mountain range with MHA Caves Wealth logos across the bottom

It’s been a mixed week for investment markets as investors await key policy decisions due shortly. Both the Federal Reserve (Fed) and Bank of England (BoE) meet next week to discuss monetary policy. First up on Wednesday, the Fed will reveal its interest rate decision. Interest rates in the States, having started the year at…

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Weekly Market Update- Week Ending 02/12/2022

02 Dec 2022
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A man and woman look over mountains with MHA Caves Wealth logo across the bottom

It was a positive week for investment markets as new data in Europe and the US provided hope that inflation may now be trending lower. Also adding to improved investor sentiment, Fed Chairman Jerome Powell confirmed on Wednesday that smaller interest rate rises are likely required going forward. He did, however, warn investors that monetary…

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PCEB Webinar Tax Efficient Investing Part 2: Benefits of Business Relief & Pensions

01 Dec 2022
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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…

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Weekly Market Update- Week Ending 25/11/2022

25 Nov 2022
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A man and woman look over mountains with MHA Caves Wealth logo across the bottom

Global stock markets saw incremental gains this week as the minutes from the latest Federal Reserve meeting revealed that a majority of officials believe the pace of interest rate rises could slow going forward. Improved market sentiment and the expected reduction in the pace of further interest rate rises have seen the US dollar fall…

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Tax Rises- Stability, Growth and Public Services

21 Nov 2022
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Tax Rises The 45p Additional Rate of Tax will start for incomes over £125,140 reducing from £150,000. Annual Dividend allowance of £2,000 will be halved in April 2023, and again in April 2024. Annual Capital Gains allowance of £12,300 will be reduced to £6,000 in April 2023, and then to £3,000 in April 2024. All…

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