News & Insights - Page 9 of 21

Summer retirement lowdown

July 10, 2023

The last few years have created an increasingly complex backdrop for retirement planning. Not only has the post-pandemic era seen attitudes to work alter significantly, but macro-economic headwinds from Russia’s invasion of Ukraine and the cost-of-living crisis have created significant unhelpful market volatility. In combination, [...]

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Thomson Tyndall – Market Update

May 25, 2023

After a difficult 2022, with pessimism still abundant at the start of the year, most markets got off to a surprisingly good start in Q1. January and February saw positive returns from most markets and asset classes. March proved rather different with the failure of [...]

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On the trail of unpaid IHT

May 23, 2023

HMRC has set up a new specialist team to target estates of wealthy deceased individuals in order to check whether a greater Inheritance Tax (IHT) liability may have been due than originally calculated by estate executors. This clampdown has seen record amounts of unpaid tax [...]

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Starting early in the new tax year

May 10, 2023

A new tax year has begun and with it comes the chance to start your tax planning early, but why rush when there’s almost a year to go? Here are a few reasons: You can take advantage of various tax allowances available for the year, [...]

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Residential Property Review – April 2023

May 2, 2023

Residential market update Demand, sales and new listings all remain in negative territory, according to the latest UK Residential Survey from the Royal Institution of Chartered Surveyors (RICS), with agreed sales dropping to -31% this month, below the -25% recorded in February. New buyer enquiries, [...]

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Your Wealth Spring Q2 2023

April 1, 2023

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Budget 2023

March 17, 2023

Mr Hunt’s first (full) effort was interesting, with some positive surprises and little in the way of negatives. The ambition was considerable, but most of the measures were modest, with little hope of achieving significant results. This Note focuses on the financial planning aspects, but [...]

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Residential Property Review – February 2023

March 5, 2023

Housing market continues slowdown According to the latest UK Residential Survey from the Royal Institution of Chartered Surveyors (RICS) new buyer demand, sales, fresh listings and prices are all on a downward trend. January saw the ninth successive negative monthly reading for new buyer enquiries, [...]

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Estate planning – take control

February 22, 2023

Inheritance Tax (IHT) is once again in the spotlight following the Chancellor’s decision to freeze IHT thresholds for a further two years until April 2028. Extending the frozen thresholds, together with rising house prices and soaring inflation mean that more estates are likely to be [...]

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Economic Review – January 2023

February 14, 2023

UK growth beats expectations The latest gross domestic product (GDP) statistics show the economy unexpectedly grew in November easing fears that the UK has already slipped into recession. Data released by the Office for National Statistics (ONS) revealed that the UK economy expanded by 0.1% [...]