Weekly 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…

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Webinar Recording: Business Relief and Pensions

SM_BR & Pensions webinar banner

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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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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Business Protection: The Overlooked Benefit

Paperwork being signed

Whilst there is recognition of the need to cover risks which may affect machinery, technological equipment and the premises, the one element of cover that, from our experience, seems to be commonly overlooked is that of protection for the business owners and their key members of staff. This is an area where we believe we…

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Caves Quarterly — 2022 Q1 Roundup

Welcome to the latest edition of Caves Quarterly, where we take a look back over the last few months and look ahead to the future. To read, please click the link below:   Read Caves Quarterly

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Cave & Sons is now MHA Caves Wealth!

With 115 years of history behind us, we are now pleased to unveil the next phase of our growth. The Financial Conduct Authority (FCA) have recently approved our partnership with MHA MacIntyre Hudson, one of the largest firms of accountants, tax and business advisers in the UK. In recognition of this venture we have a…

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The Economic Impact of the Russia-Ukraine War

We are all shocked and saddened by events in Ukraine. Vladimir Putin’s horrific invasion of Ukraine has and will continue to have disastrous consequences for the people of Ukraine, and we at MHA Caves Wealth stand in solidarity with all those affected. Although we are talking here about the impact on markets, we acknowledge first…

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