Markets & economic summary | July 2026
Welcome to our third quarterly Markets & Economic Summary of 2026, in which we look back on the performance of markets and economies around the world during the last three months and what we can expect going forward. Quarterly Overview Overall, strong global market performance despite geopolitical tensions, particularly due to the Iran conflict. US […]
The Inheritance Tax rules are changing next year – are you prepared?
From 6 April 2027, significant changes to Inheritance Tax (IHT) rules are expected to come into effect. For many people, pensions have traditionally been an efficient way to pass wealth to loved ones, as defined contribution (personal or workplace) pensions have generally sat outside of their estate for IHT purposes. Under the legislative changes however, most […]
The quiet advantage of acting early with your ISA
The start of a new tax year offers more than a refreshed allowance – it presents a valuable opportunity to strengthen your long-term financial position with clarity and intent. We often speak with clients about the importance of consistency in investing. Yet there is another, often overlooked dimension that can make a meaningful difference over time: when you […]