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 …
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. Bond Markets Flash Amber Key Themes The cost of borrowing has risen sharply in the …
Information correct as at 31 October 2024 Rachel Reeves, the new Chancellor of the Exchequer, gave the new Labour Government’s first Budget speech in fourteen years. Statements made over recent weeks by both the Prime Minister and the Chancellor that this was going to be a tough Budget were confirmed when it was shown there …
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. Chinese Stimulus Boosts Stocks Key Themes Asia remains the centre of attention on the back …
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. Markets Survive Japanese Scare Key Themes August began with a “flash crash” in Japanese stocks …
It is now more than 12 months since the launch of the MGTS Qualis Funds and in terms of both performance and asset growth, they have been a success. Launched on the 26th of June 2023, with the first price being the following day, MGTS Qualis Growth funds has returned 15.85%, with MGTS Qualis Defensive returning 6.05%. MGTS Qualis Growth is currently £174.6m in size, …
