Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. “Risk Off” Mood Emerges Key Themes The mood among institutional investors has deteriorated in recent …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Reassessing Value Key Themes 2025 has been a mixed year, so far. The winners of …
The people we meet We are lucky that our profession means we get to meet all kinds of people. Our clients are all different, it’s our job to provide solutions to suit their unique needs. We try to get under the skin of our clients’ stories so we can understand what is important to them. …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. A Rollercoaster Start to the Year Key Themes 2025 has begun with the market’s focus …
We are looking to recruit a Wealth Department Compliance Officer to work at our office in Berwick upon Tweed or alternatively, our sister office, Three Counties Limited. Bournmoor, County Durham. Hybrid work possible, however the ability to travel between the two offices is a must. Job Type: Full time, 37 hours per week. Permanent We …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. New Year’s Review Key Themes We are at a point in time where US stocks …
13.8% to 15% from April 2025) grabbed many of the headlines. What has been largely overlooked is the reduction in “Secondary Threshold” from £9,100 to £5,000. Allied to the increase in the National Living Wage, the changes will particularly affect those in the care, retail, hospitality and cleaning/maintenance sectors. Whilst the increase in the NIC …
It is difficult to recollect a more seismic Budget in recent times. The last major changes to Inheritance Tax were made in 2006, but mainly in relation to Trusts. There was an expectation that Inheritance Tax reliefs would be reformed, most likely for landlords who lease out land which qualifies for Agricultural Property Relief (APR). …
Wednesday 5 April 2025 sees the end of the current Tax Year. Following the new Chancellor’s plans to continue to freeze and in some cases reduce tax-free allowances; it is more important than ever to make the most of some timely tax planning. Below is a list of the main allowances and reliefs that we recommend you …
Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. No End To US Exceptionalism Key Theme The re-election of Donald Trump to the US Presidency …
