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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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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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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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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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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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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 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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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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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 23/12/2022
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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