News and Articles

Spring Budget Summary 2024

By | Financial Planning | No Comments
Jeremy Hunt delivered his much-awaited budget on 7 March. Given the upcoming election and challenging public opinion, the government has recently been under significant political pressure to assuage voters. The headline measure was the cut…

Gilts: a short guide to government bonds

By | Investments | No Comments
UK government bonds – also called “gilts” – can be an attractive option for investors who are focused on mitigating risk, providing income and diversifying their portfolios. Yet what are gilts, exactly? How do they…

How to keep capital gains tax under control

By | Taxation | No Comments
As an investor, you want to keep taxes on your returns at a minimum. Capital gains tax (CGT) can be levied on the profits you earn after “disposing of” (selling) certain assets – such as…

Is past performance important for investors?

By | Investments | No Comments
How should you choose your investments? When building a portfolio, many investors focus on past performance – e.g. the price growth of a fund over the last 10 years – to try and identify “winners”.…
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