Latest News

Check back for regular updates around themes such as: Budget; Markets; Tax changes; Pension changes; Investment changes.
22/08/2024

Financial Planning Client Update

As expected, the Labour party won the General Election on 4th July although the size of their majority exceeded expectations. Given the size of the majority, it is likely that we are now entering a period…
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22/08/2024

The impact of the General Election on Financial Planning

The Prime Minister Rishi Sunak surprised everybody on 22 May by announcing a general election on Thursday 4 July. One consequence of the election announcement is that we are going to face a month of endless…
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17/01/2022

Thoughts on Inflation

The US Federal Reserve received an unwelcomed new year’s present last week with a US CPI reading of 7% - an inflation rate that we haven’t seen since the early 1980s.   At just 1.4% a…
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16/11/2021

US Inflation Hits 30 year high

Thoughts from Sarasin and Partners on the recent inflation news out of the US. https://sarasinandpartners.com/think/six-minute-strategy-us-inflation-hits-a-30-year-high/      
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19/07/2021

MBS Newsletter & Inflation

Dear All   From the high of expectations of the lifting of final lockdown restrictions, we are now nervously awaiting the impact of ‘Freedom Day’ (which means slightly different things in the different countries that make…
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04/03/2021

Budget Summary 2021

We are delighted to enclose our summary of the key announcements in yesterday’s Budget 2021 statement. The structure of this Budget, like its predecessor, was driven by the pandemic’s impact on the economy. With some form…
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