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Are you starting to think about how your assets and wealth can be passed effectively to future generations? Family Investment Companies (FICs) and Trusts are two options that facilitate the accumulation and transfer of wealth, in a tax efficient manner. FICs have become popular due to the tax benefits they provide which can create significant…
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Whilst earnings season continued, attention this week turned to the Federal Reserve (Fed) which met to decide interest rates in the United States. In line with expectations, the US central bank raised interest rates 0.25% to a target range between 5% and 5.25%, which sees interest rates in the States at their highest level for…
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TAX SAVING TIPS Recent changes in the UK tax regime have highlighted the importance of clients reviewing the structure of their current and potential investment vehicles. It might not always be possible to avoid taxation of income or capital gains, but if the correct action is taken, the overall tax paid can potentially be reduced,…
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This week, investors have been busy digesting a deluge of company data as earnings season is in full swing. Broadly, results have continued to beat analyst expectations with consumers (particularly in the US) seemingly able and willing to stomach the general increase in prices. Having seen a gain of roughly 20% year-to-date prior to the…
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On Wednesday, the Office for National Statistics released the latest inflation data for the UK. Having been 10.4% on an annualised basis in February, there was hope and expectation that data for March would see a marked fall below 10%. Perhaps unsurprising for anyone who keeps a close eye on their food shopping prices, the…
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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: MHA Caves Wealth Quarterly Newsletter- Q1 2023
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With the US inflation figure falling for consecutive months, the data out on Wednesday confirmed inflation eased to 5.0% YoY in March, its lowest level in almost two years, and lower than the expected 5.2%. With prices still rising, albeit at a slower rate, the US Federal Reserve is still expected to raise interest rates…
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It was a short, but broadly positive week for equity markets ahead of the Easter break. Moves in oil prices made the headlines following a surprise cut in production announced by OPEC (Organisation of the Petroleum Exporting Countries) members on Sunday. Both Saudi Arabia and Russia agreed to reduce supply by 500k barrels a day,…
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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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Weekly Market Update- Week Ending 12/05/2023
On Wednesday, we saw the latest inflation data released in the United States. With expectations that there would be no change from the March figure of 5%, the market was pleased to see a slight fall in April to 4.9%. The fall marked the 10th monthly decline since peaking in June last year at 9.1%…
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