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Introductory Guide to IHT
Our recent article on gifting (see here) cleared up a specific misconception surrounding how much you can gift to your loved ones free of...

Steve Petrie
Mar 14, 2022


economic #aGENda 09.03
Our regular roundup of financial news from the last two weeks that's driving the economy Households feel the inflation squeeze UK...

Steve Petrie
Mar 9, 2022


market #intelliGENce Mar'22
A detailed analysis of what's been moving markets over the last month ___________________________________________________________________...

Steve Petrie
Mar 4, 2022


Russian Market Volatility In Perspective
Russia’s invasion of Ukraine has prompted further* sharp movements in markets and is an important reminder that geopolitical risk is a...

Steve Petrie
Mar 2, 2022


Key Investor Questions: Ukraine Russia
What do investment professionals want to know? JP Morgan provided some answers to the biggest economic and market questions they are...

Steve Petrie
Feb 28, 2022


economic #aGENda 23.02
Our regular roundup of financial news from the last two weeks that's driving the economy ________________________________________________...

Steve Petrie
Feb 23, 2022


How Much Can You Gift IHT Free?
If you read my recent article on Tax Year End Planning [here] you may have noticed there was one set of tips that features in most other...

Steve Petrie
Feb 17, 2022


"Time In" The Markets, Not "Timing"
The stock market has been rocky lately (see our latest market #intelliGENce), and that volatility can be concerning. Coupled with the...

Steve Petrie
Feb 16, 2022


Does The Cap Fit? Social Care Costs Overhaul
At the end of last year, MPs voted through a major overhaul of social care funding for England. While the other constituent parts of the...

Steve Petrie
Feb 14, 2022


economic #aGENda 11.02
Bank Rates Rise, Mortgage Rates Follow As indicated in our previous economic #aGENda, policymakers at the Bank of England have now...

Steve Petrie
Feb 11, 2022


Student Loan Income Threshold Frozen
The income threshold for repayment of student loans in England & Wales has been frozen for the coming tax year On 28 January, the...

Steve Petrie
Feb 10, 2022


market #intelliGENce Feb'22
In a nutshell... US Tech stocks lead markets down The Fed pushes yields higher with further talk of tightening Political tensions rise in...

Steve Petrie
Feb 8, 2022


Get Ready For Tax Year End
Now the festive season is but a distant memory, it’s time to start thinking about 5th of April and your year end tax planning. After two...

Steve Petrie
Feb 3, 2022


High Earners Consider VCTs As Pensions Alternative
Venture Capital Trusts [VCTs] bounced back in 2020/21, raising 4% more cash than the previous year and almost twice as much as a decade...

Steve Petrie
Jan 28, 2022


Tax Loophole on Second Homes Closes
Second homeowners taking advantage of a small tax loophole by claiming their often-empty property is a holiday let will be forced to pay...

Steve Petrie
Jan 26, 2022


economic #aGENda 25.01
Inflation at its highest for 30 years Britain’s cost of living crisis worsened in December after inflation jumped to 5.4% – its highest...

Steve Petrie
Jan 25, 2022


Less IHT Form Filling...for Most
As of 1 January 2022, the rules for inheritance tax [IHT] changed to make the procedures easier and to reduce administrative burdens. The...

Steve Petrie
Jan 23, 2022


New State Pension - The Basics
The DWP has published new easy read guides intended to help people to understand the basics. These might be particularly helpful for...

Steve Petrie
Jan 22, 2022


Crackdown on Crypto Currency Promotions
The British government is the latest country to strengthen rules around the advertising of crypto-assets as it aims to legislate against...

Steve Petrie
Jan 21, 2022


market #intelliGENce Jan'22
The final quarter of 2021 was generally positive from an economic and market point of view, despite inflation concerns and the emergence...

Steve Petrie
Jan 17, 2022
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