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News & Opinion
Budget 2021 – the impact on personal finances and investments
Rob Morgan rounds up the main developments from today’s Budget and next tax year’s key allowances.
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Examining good and bad inflation
For once, central banks might be right about price rises. Inflation may not rise so rapidly and sharply that they will need to increase interest rates any time soon.
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New to investing?
Before investing, it’s important to understand what your outcomes and end goal is.
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Tax Year End - How tax efficient are you?
In this episode, two of our Financial Planners discuss how to make the most of your tax allowances.
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Charles Stanley scores COLWMA hat trick
Charles Stanley have won three awards at the City of London Wealth Management Awards 2021.
Enhancing our MPS models with ESG and removal of VAT
We are pleased to announce that we will no longer apply value added tax (VAT) on our award-winning, 5-star Defaqto-rated Managed Portfolio Service (MPS) models.
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#Investing thematically is a way of investing in a set of value driven #ideas, rooted in what you believe to repres… https://t.co/MKW7Zcejvm
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Monthly Market Commentary - February 2021
Markets in February followed a similar pattern to that seen in January. There was a strong rally in equities in the first half of the month, driven by market optimism that policy makers will be able to support global reflation.
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Are the winds of change turning Investors green?
Scratching beneath the surface of society’s climate change awareness, a green revolution is taking place, one that will reshape industries and present new opportunities for investors.
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India looks forward to a better year
India has experienced a less widespread attack of Covid-19 than the advanced countries of the West. India remains an interesting growth prospect within Asia, a continent we favour.
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Last Week in the City: Airlines call for health passports
Garry White, Chief Investment Commentator, provides a round-up of the market movements and the global investing outlook this week ending 26 February 2021.
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Taxes will rise – especially for technology majors
Government spending plans coupled with the hole in public finances following the Covid-19 pandemic indicate taxes are likely to rise. The US is likely to lead the charge in taxing the major tech groups.
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Another cannabis bubble is brewing
Cannabis euphoria has now come to Britain after the first company listed in London that produces medicinal products from the marijuana plant. But investors really need to keep a clear head.
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Post-lockdown bounce-back and scarring
When economies reopen some expect a bounce back in sectors such as retail, hospitality and catering as soon as most controls are lifted. The situation is more complex than that.
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How much can I afford to give to charity?
This is a question that has come up several times over the years in my discussions with clients.
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