Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

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The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q4 2023

In this issue we take a look at interest rates, bonds and the FTSE
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q1 2023

In this issue we take a look at the FTSE, inflation and the budget
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q2 2023

In this issue we take a look at the inflation and ISAs
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q3 2023

In this issue we take a look at gifting your house, mitigating capital gains tax and inflation

UK News

New version of Chat-GPT can teach maths and flirt
OpenAI has unveiled a new, faster version of its generative AI tool, ChatGPT.
Surge in ultra-long mortgages among under-30s
Hundreds of thousands have mortgages with terms that run beyond state pension age, estimates suggest.
Warning over 'disastrous' BBC podcast advert plan
The BBC recently announced a plan to introduce advertising in podcasts for some listeners in the UK.
Shares in meme stock GameStop mount a return
Shares in Gamestop, the original meme stock, surge again as 'Roaring Kitty' returns online.
Melinda French Gates to quit Gates Foundation
Ms Gates announced her separation from Microsoft co-founder Bill Gates in 2021.