News & Insights

If young investors don’t know how to invest in a tax-efficient way, they might be missing out on savings. With many young investors looking at crypto rather than long-term investments, including pensions, they may become victim to CGT.

As we focus with James Timpson on the markets and how they fared in October – especially with the Budget at the end of the month – we are also aware that the US election is today (5th November, 2024). Learn about the market’s reactions and investment news, and what we’re expecting in the coming weeks.

Now that some dust has settled on the Autumn Budget and we’ve had more time to process what exactly was said, Gary is back with a rundown on what he thinks would be the best case going forward. Did Reeves make the right choices? Plus, we offer a quick initial summary, focusing on key points that may affect you.

Reeves announced her measures to help the UK economy today, but does Gary Reynolds think they go far enough? Does he think it’ll work, and is he happy with the change of fiscal direction?

Callum Rowe (Trainee Private Client Adviser) focuses on IHT, its current framework and how it could change in the second article of our mini-series on the rumours surrounding the October Budget.

In the second part of our mini-series on the upcoming October Budget, Sagar Dholiwar (Head of Corporate Clients) discusses the rumours from media outlets on changes to pensions.