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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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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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Weekly Market Update- Week Ending 18/11/2022

18 Nov 2022
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Following the gains seen last week, this week has been relatively calm. The nation waited patiently yesterday to receive Jeremy Hunt’s much anticipated Autumn Statement, with all areas of society affected in some way. Still reeling from the so-called mini-budget 8 weeks ago, the relatively muted market response to an announcement will undoubtedly be considered…

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Webinar Recording: Tax Efficient Investing Part 1 – Benefits of VCT’s and EIS’s

18 Nov 2022
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Are you investing in the most tax efficient manner? Tax efficient schemes such as Venture Capital Trusts and Enterprise Investment Schemes have been used for many years in the UK. Considering the tax benefits involved, it is worthwhile understanding more about them to help you decide if they are a suitable investment route for you.…

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Weekly Market Update- Week Ending 11/11/2022

11 Nov 2022
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It was a busy week for markets, digesting the US midterm elections, fresh inflation data, company earnings and the near-collapse of the crypto exchange FTX. In the midterm elections, with a handful of key states yet to declare voting results, the political control of both the House and the Senate remains undecided. It is clear,…

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Weekly Market Update- Week Ending 04/11/2022

04 Nov 2022
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Over the last couple of weeks, investment markets have been largely supported. Corporate earnings have performed better than expected, with many firms meeting and even beating expectations. Additionally, market participants are starting to believe that we may have passed peak inflation. Leading up to the Federal Reserve (Fed) meeting on Wednesday, investors were asking the…

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Webinar Recording- PCEB Discretionary Funds

28 Oct 2022
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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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Weekly Market Update- Week Ending 28/10/2022

28 Oct 2022
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The market welcomed Rishi Sunak as the UK’s new Prime Minister, in a sign of relief and a belief that he will bring some stability in the period ahead. Since it became clear the leadership contest was a one-horse race, government bond prices have increased, causing yields and the cost of borrowing to fall. Sterling…

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Webinar – Tax Efficient Investing Part 1 – Benefits of VCT’s and EIS’s

27 Oct 2022
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15 November 10am We are teaming up with the private client & entrepreneurial business team at MHA MacIntyre Hudson, to bring you a monthly webinar series. Each month, we will focus on a key topic, and conclude with an open clinic to discuss specific questions or concerns you have. In this webinar, we look at…

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