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investment views and insights

Client trends: May 2024

This month, our users are expressing interest in diversifying away from US tech stocks, and perhaps making highly contrarian investment calls. As ever these days, the financial ramifications of politics are also front of their minds – this time as regards pensions.

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If your cash isn’t earning at least as much as inflation, then value of your savings can be dramatically eroded over time.

Client trends: June 2023

Concerns about the world’s potential de-dollarisation have percolated through to all levels now it seems, leaving many of our users wondering what such a huge shift could mean for their financial health.

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How tax freezes erode wealth

How tax freezes erode wealth

Freezes to tax allowances might be something we have to get used to, but we don’t have to just sit back and watch our wealth erode: there are steps which can help protect it.

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