Latest News and Articles

Weekly Market Update- Week Ending 22/04/2022

29 Jul 2022
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A woman looks over mountains with MHA Caves Wealth logo across the bottom

The first-quarter earnings season gathered pace this week. Whilst overall the trend so far has been positive, pricing power is key as profit margins are squeezed with businesses facing cost pressures from rising inflation. The biggest high-profile loser was Netflix, which saw its share price tumble 35% on Wednesday. Netflix user numbers fell by 200k,…

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Weekly Market Update- Week Ending 15/04/2022

29 Jul 2022
Posted in
A man looks over mountains with MHA Caves Wealth logo across the bottom

Investment markets were broadly higher this week. Talks continued in Ukraine and the oil price fell on news the US will release a record amount of its reserves. This measure will help to alleviate some major supply issues as countries continue to search for alternatives to Russian oil. Against the uncertain backdrop in recent months,…

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Business Protection: The Overlooked Benefit

15 Jun 2022
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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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Tax & Financial Planning and Wealth Management Webinar

23 May 2022
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You can view this webinar on the MHA website, LinkedIn, YouTube, and Twitter.

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Women In Financial Advice Adwards

10 May 2022
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Congratulations and well done to our very own Lauren Wardle, who has been named as a finalist at the Professional Adviser Women in Financial Advice Awards, under the ‘Woman of the Year – Paraplanning’ category. Best of luck for the awards in July!

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Caves Quarterly — 2022 Q1 Roundup

21 Apr 2022
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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:   Read Caves Quarterly

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Cave & Sons is now MHA Caves Wealth!

08 Apr 2022
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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

07 Apr 2022
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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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I’ve funded my pension and ISA, what next?

07 Apr 2022
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With the end of the tax year fast approaching, many individuals will have been considering further funding their pensions and ISAs, looking to utilise the allowances available to them by taking advantage of the tax relief on pension contributions and the protection from taxation on profits and income within an ISA. In addition to these,…

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Divorce and Pensions – What you need to know

07 Apr 2022
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If you are facing the end of your marriage or civil partnership, it is important not to overlook pension savings. Pensions are often one of the most valuable assets in a divorce, second only to the family home, therefore, any existing pensions should be considered in any financial settlement. Divorce is one of the most…

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