Latest News and Articles
Although the vast majority of the policies were leaked in the preceding days beforehand, I am sure there was a collective sigh of relief from many parts of the public when the Chancellor formally presented his Budget on 15 March. I welcome the new measures aimed at stimulating investment, tackling labour shortages across the economy,…
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Andrea Wood, Investment Manager On International Women’s Day, we speak to Andrea Wood from our Investment Management team, to ask about her professional experiences in the world of investment and financial planning, what women can do to improve their financial awareness, and her top financial planning tips specifically for women! Women in financial planning…
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This week saw a number of announcements that provided insight into the state of the UK residential housing market. Nationwide Building Society reported that house prices were 0.5% lower in February over the month, the sixth consecutive monthly fall, bringing the annual rate (-1.1%) to a negative for the first time since 2012 (ignoring the…
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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…
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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…
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On Tuesday, the UK government received some unexpected good news in the form of a £5.4bn budget surplus in January. Receipts were boosted by the highest level of self-assessment income tax collected since records began in 1999, and costs were lower with the government’s energy bill support scheme being significantly less expensive than previously forecast.…
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This week saw the release of inflation data for the month of January. In the US, inflation came in at 6.4% on an annual basis, slightly ahead of the forecast but still registering a seventh consecutive monthly decline. In the UK, the trend was similar, albeit at higher levels as annualised inflation was recorded at…
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It was a volatile but broadly positive week for global investment markets. Investors reacted almost word for word to a speech on Tuesday by Federal Reserve Chairman, Jerome Powell, where he expressed his view on the likely path for inflation and interest rates in the coming months. Investors are always eager to look for clues…
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This week saw both the Federal Reserve (Fed) and the Bank of England (BoE) meet to set interest rates. First up on Wednesday, the Fed increased interest rates by 0.25% to between 4.5% and 4.75%, in line with market expectations. Fed chairman Jay Powell acknowledged that there was progress being made in the battle against…
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Weekly Market Update- Week Ending 10/03/2023
Equity markets were lower this week, as Federal Reserve (Fed) Chairman Jerome Powell indicated that in the face of strong economic data and stickier inflation, the committee were considering if higher interest rates than previously forecast might be required. “The latest economic data have come in stronger than expected, which suggests that the ultimate level…
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