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The Monthly edit / June 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market...
13 minutes ago


The Monthly edit / April 2025
We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market...
May 12


The Importance of Remaining Invested
Trying to time the market can seriously damage our investment returns Amidst heightened volatility, it is understandable that you may be...
Apr 16


Steady through the storm: Trump’s Tariffs and Your Investments
What has happened? On 2 April 2025, President Trump announced new tariffs on imports, citing a national emergency over the US trade...
Apr 10


Liberation Day –the art of the deal?
What has happened? As widely expected, on 2 April President Trump announced reciprocal tariffs under the International Emergency Economic...
Apr 4


CISI Chartered Firm™
We are excited, and very proud, to announce that our application for CISI Chartered Firm™ status, has today been approved by the The...
Apr 2


Spring Statement – 26 March 2025
In mid-March 2024, the then Shadow Chancellor, Rachel Reeves gave the Mais lecture to the good and the great of the City.
Mar 27


Global bond yields are rising: what does it mean for your investments?
You may have seen recent headlines about rising global bond yields, including UK government bond yields. Matthew Cady, investment...
Jan 15


Marketing is not a dirty word
Having worked closely, if indirectly with the legal profession since the noughties, I have often felt that solicitors deemed ‘marketing’...
Dec 19, 2024


The SRA’s Principles and 3rd party referral
The SRA’s Standards and Regulations 2019. Whilst our own FCA’s regulations might be quite precise, and the ICAEW’s (as you might expect,)...
Dec 19, 2024


2025 Investment Outlook
Reflecting on 2024: Setting the stage for continued growth 2024 was a remarkable year for global equities, which reached record highs due...
Dec 19, 2024


Pensions and IHT - what it means for advice
For most individuals who depend on their pension savings to sustain their retirement lifestyle, the newly introduced IHT charge on...
Dec 19, 2024


The US Has Voted
Trump returns to the White House The 2024 US presidential election proved to be one of the most closely contested races in recent...
Nov 7, 2024


Autumn Budget - Key Points
The first Budget from a Labour government since March 2010, and the first ever from a female Chancellor, proved to be the defining event...
Nov 7, 2024


10 Insights to be gained from the Legal Services Consumer Panel Tracker 2024
I eagerly await the LSCP Trackers each July, particularly the survey examining how consumers choose their legal services provider. I...
Oct 17, 2024


Your reputation is your brand and the key to success
Solicitor is a brand itself When asked about the importance of brand it can be too easy to think about logos, slogans, name awareness and...
Oct 17, 2024


Potential Changes to Pension Contributions and Taxation
Significant changes to pension taxation may be on the horizon, given the government's plan to raise taxes to address the recently...
Oct 17, 2024


Stealth tax? Wealth tax?
What could fill the £22 billion black hole? Chancellor Rachel Reeves plans to fill a £22 billion black hole in the budget using a slew of...
Sep 23, 2024


Gifting School Fees
Many clients use one or more of the 7 exempt gifts to fund school fees for grandchildren. However, where exempt gifts have been fully...
Aug 22, 2024


Ongoing Competence still in the SRA headlights – We can help!
SRA Annual assessment of ongoing competence 2024. On the final day of July 2024, only a few short weeks ago, the regulator published the...
Aug 21, 2024
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