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, …
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. Winds of Change Key Themes 2024 has been a very good year for investors so …
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. Politics Takes Centre Stage Key Themes 2024 always promised to be a busy year for …
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. UK Resurgence Key Themes Recent data has hinted at a divergence between the US and …
One of the eye opening announcements from the budget on 6 March was the confirmation of creation of the British ISA. Chancellor Jeremy Hunt, after months of speculation, confirmed the new ISA after consulting with “more than 200 representatives from the City and high growth sectors”. Details still need to be finalised with consultation on …
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. Interest Rate Dilemma • The global stock market (MSCI World Index) is up 9.0% since …
A comfortable retirement is something that most aspire to. A foundation of retirement is the State Pension. The subject of much discussion and controversy; the history of an “Old Age” pension in the UK goes back to 1909. This paid a princely sum of 5 shillings per week (or 7 shillings and sixpence for a …
Friday 5 April 2024 sees the end of the current tax year. Following the Chancellor’s continued plans to freeze, and in some cases, reduce tax-free allowances, it’s 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 consider …
Have you ever wondered what happens to the tax you hand over to HMRC? The government used to send a printed annual summary to taxpayers that outlined how much Income Tax and National Insurance individuals paid in the last financial year and how these contributions were used in government spending. Since 2020, this information has …
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. THIS ARTICLE WAS WRITTEN ON 11 MARCH 2024. Stocks Begin to Motor Key Themes In …
