by Carole | May 6, 2026 | News, Newsletters
From time to time I like to use the medium of our website to improve the knowledge of our clients and website readers. My topic for this month is ‘fixed interest’ investment. When constructing a portfolio for a new client, I will explain the spread of investments and...
by Carole | May 5, 2026 | News, Newsletters
If any of you are followers of the ‘Ruminations of Ruby the Cat’, you will realise that I have recently been exercised by the possibility of the UK, or indeed the world economies, suffering in the near future from stagnation. Before explaining the concept of...
by Carole | Apr 9, 2026 | News, Newsletters
Spring arrived on 20 March and now we are into a new tax year. This time of year is for new beginnings. The question I am often asked at this time of year is, ‘Shall I make my ISA contribution now or wait?’ To a large extent, the answer lies in the source of the money...
by Carole | Apr 1, 2026 | News, Newsletters
We know from talking to our clients that many of you are concerned about the long-term financial health of your children or grandchildren. Many of you are making one-off gifts of capital, or regular gifts, to help them fund their first property purchase or build up...
by Carole | Mar 9, 2026 | News, Newsletters
This is usually the busiest financial month of the year for both us and our clients. There is an endless rush to make sure that each and every one of you has made use of all possible allowances. Otherwise, you may pay more tax than is necessary.Here are some of the...
by Carole | Mar 6, 2026 | News
I know that you will be feeling concern about the events in the Middle East and the effect this will have on global markets and your investments. Many of you will be prepared for the advice I am about to give, and that is to take no action. It is important to remember...
