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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


Are Markets at a Crossroads?
Given the recent volatility spikes, markets are paying particularly close attention to economic data and policymaker announcements....
Aug 19, 2024


Three drivers of recent market volatility
Over the last few days, equity markets have experienced heightened volatility levels and a correction in prices, with a culmination of...
Aug 13, 2024


Consumer Duty – A Year On
It’s now almost a year since Consumer Duty, the standard introduced by the FCA to improve consumer protection for financial services...
Jul 25, 2024


Women dominate the empathetic side of the law
As a firm working actively with private client lawyers, we were interested to read in the SRA’s ‘Diversity in law firms’ workforce’...
Jul 25, 2024


We are very excited to announce My Care Hub!
This is an online resource that provides access to invaluable capability and support for clients in vulnerable circumstances, whether...
Jul 25, 2024


The results are in. Following a convincing Labour win, the UK has voted for a change in government, electing Sir Keir Starmer as the new UK Prime Minister.
Despite the seismic political earthquake, financial markets barely registered a tremor. Indeed, in the weeks leading up to yesterday’s...
Jul 9, 2024


Have you considered a Charter for dealing with vulnerable clients?
We make no apologies for revisiting the subject of vulnerability, a subject we at Matrix Capital take extremely seriously.
Jun 18, 2024


Navigating volatile markets: harnessing the bond-equity partnership
n this article, we take a closer look at the relationship between bonds and equities and how we can use it to our advantage during period
Jun 17, 2024


Letters of wishes
It might seem an obvious thing to say, but a discretionary trust allows the trustees to use their discretion when paying income or...
May 8, 2024


Shocking new research reveals how few ‘Later Life’ divorcees access collaborative financial advice.
Divorcees invariably need financial advice. There are so many areas where professional legal advice requires complementary financial...
May 6, 2024


Will British ISAs boost the UK equity market’s hopes for a revival?
The UK stock market is currently navigating a challenging environment, characterised by continued investment outflows and a growing...
May 2, 2024


The two lucky NS&I Premium Bonds customers, who have won the £1m Jackpot in May, live in Outer London and Hampshire and Isle Of Wight.
At Matrix Capital, we have dealt with more than 100 jackpot winners over the last 10 years; and have helped many to achieve great...
May 1, 2024


Apr 4, 2024


Robin Melley: Why I'm in several professional bodies
Our MD, Robin Melley, looks at the benefits for Financial Planners of being a member of more than one professional body. There are...
Apr 2, 2024


How to protect your legacy with protection from Caleb Roberts
What is a legacy? Typically, a legacy refers to what is passed on or left behind after we go. A legacy could refer to something of...
Apr 2, 2024
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