INFLATION 15TH NOVEMBER 2023 Inflation fell to 4.6% as at end of October from 6.7% at end of September, this as a result of lower food and energy costs. This is the lowest rate of inflation for two years and core inflation, which does not include more volatile prices such as food and energy,
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Economic & Market Outlook – August 2023 The second quarter of 2023 has been a bit of a rollercoaster ride for the financial markets. There has been good news, bad news, and some surprises along the way. Let’s take a look at what happened and what we can expect for the rest of the
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CONGRATULATIONS Congratulations to Max Taylor on passing his Diploma in Regulated Financial Planning exams! The Diploma in Regulated Financial Planning is a level 4 qualification recognized by the Financial Conduct Authority (FCA) and is the qualification of choice for our profession. It develops technical knowledge and financial planning capabilities across six core areas.
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Economic & Market Outlook – May 2023 The year 2023 is expected to be a challenging one for the global economy and financial markets, as the world faces multiple headwinds such as inflation, monetary policy tightening, geopolitical tensions and the ongoing impact of the COVID-19 pandemic. However, there are also some signs of hope
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SPRING BUDGET – March 2023 Following the recent 2023 Spring Budget, please see below a summary of the main financial points: Pensions The Lifetime allowance for pensions is being abolished from April 2024. The current lifetime allowance of £1,073,100 will remain until this date. However, the tax-free cash entitlement will remain at 25%
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Economic & Market Outlook – February 2023 I think many of us will agree, the best thing to say about 2022 is that it’s now over. We experienced a fall of over 20% in global stocks and government and corporate bonds followed suit, and many are saying that it was a ‘perfect’ storm. Not what
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