top of page


Is The Sky Falling Down?
It’s a challenging and unnerving time for investors The recent sell-off we’ve experienced within the bond market has been extreme in both...

Steve Petrie
Oct 12, 2022


market #intelliGENce Oct '22
A detailed analysis of what's been moving markets over the last month In A Nutshell A new monarch, a new PM and a new low for pound...

Steve Petrie
Oct 6, 2022


Annuity returns return
Has The Bank of England’s steady march of interest rate hikes this year provided a new lease of life for annuities? Average annuity rates...

Steve Petrie
Oct 1, 2022


"The Growth Plan" Analysis
The Growth Plan announced on 23rd September 2022 focussed on addressing the impact of soaring inflation and high energy bills. The plan...

Steve Petrie
Sep 26, 2022


Rising Interest Rates
Interest rates in the UK have started to move sharply upwards. Until 16 December 2021, the Bank of England’s Base Rate was 0.1%. By early...

Steve Petrie
Sep 26, 2022


The Mini "trickle down" Budget
In his Fiscal Statement (referred to throughout the media as the Mini Budget), the new Chancellor, Kwasi Kwarteng introduced a number of...

Steve Petrie
Sep 23, 2022


economic #aGENda 21.09
Our regular roundup of financial news from the last two weeks that's driving the economy State pension on track to rise 10% The state...

Steve Petrie
Sep 21, 2022


QEII - In Memoriam
The Royal Family never played a part in the daily lives of many people who grew up north of the border, certainly not in mine. The Silver...

Steve Petrie
Sep 14, 2022


market #intelliGENce Sep '22
A detailed analysis of what's been moving markets over the last month In a nutshell: UK sees biggest rate hike in 27 years Inflation hits...

Steve Petrie
Sep 3, 2022


economic #aGENda 23.08
Our regular roundup of financial news from the last two weeks that's driving the economy How bad will a recession be? Britain is rapidly...

Steve Petrie
Aug 23, 2022


The Fight To Be PM
The race to be the next Conservative party leader is in full swing and we will find out who the new Prime Minister is on 5th September....

Steve Petrie
Aug 19, 2022


Investment Bonds: A Shield For LTC Fees
Individuals will have to pay for their own long term care if they have income and capital above certain limits. Certain savings such as...

Steve Petrie
Aug 15, 2022


economic #aGENda 11.08 Property Special
Could the current combination of rising interest rates and inflation be the two straws that break the UK’s ever resilient property...

Steve Petrie
Aug 11, 2022


market #intelliGENce August '22
A detailed analysis of what's been moving markets over the last month In a nutshell: Global markets rally Inflation hits record levels...

Steve Petrie
Aug 7, 2022


Property Taxation Guide
Property taxation has been undergoing significant changes recently and a number of other property related reforms have been announced. As...

Steve Petrie
Aug 1, 2022


The Trust Registration Service
As the deadline for the requirement of non-taxable trusts to be registered by 1 September 2022 approaches, I thought it appropriate to...

Steve Petrie
Jul 21, 2022


Trusts: A Versatile Estate Planning Tool
As we wrote last month, IHT receipts have been rising for over a decade, and the trend is set to continue according to Government...

Steve Petrie
Jul 20, 2022


2022 Mid-Year Outlook
The economic outlook has deteriorated markedly since the start of the year. Lingering inflation concerns have been compounded by the...

Steve Petrie
Jul 15, 2022


economic #aGENda 11.07
Our regular roundup of financial news from the last two weeks that's driving the economy Disposable income hit for homeowners with fixed...

Steve Petrie
Jul 11, 2022


Triple Lock To Remain... For Now
The Treasury has confirmed that the Triple Lock will apply to State Pensions for 2023/24 In response to a written parliamentary question...

Steve Petrie
Jul 7, 2022
bottom of page