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Smart Money: May 2024

Welcome to our latest issue. As we embark on the new tax year, on page 08, we consider why reviewing your pension savings strategy presents an opportune moment, setting a solid foundation for future financial stability. Early attention to your private pension at the onset of the fiscal year is ...

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Smart Money: April 2022 Edition

Welcome to our latest edition of Smart Money. Inside, we look at why now is ...

24
Mar
Spring Statement 2022
The Chancellor of the Exchequer, Rishi Sunak, delivered the Spring 2022 Forecast Statement to Parliament on Wednesday 23 March 2022. This announcement follows the unprovoked, premeditated attack Vladimir Putin launched on Ukraine. MrSunak said, ‘The invasion has created significant uncertainty in the global economy, particularly in energy markets. The sanctions and strong response by the ...

The Chancellor of the Exchequer, Rishi Sunak, delivered the Spring 2022 Forecast Statement to Parliament ...

FPWM INVESTMENT STRATEGY COMMITTEE Q1 2022 TACTICAL VIEWS
We look back on an interesting and volatile quarter, which seemed to be representative of the COVID era in microcosm. Looking forward, we consider what threats we see to our client portfolios in 2022.

We look back on an interesting and volatile quarter, which seemed to be representative of ...

Smart Money: January 2022 Edition

Welcome to our latest edition of Smart Money. Inside, we look at New Year’s tax ...

04
Jan
Autumn Budget 2021
The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Budget and Spending Review 2021(SR21) to Parliament on Wednesday 27 October 2021. This Budget follows another year of extraordinary economic challenges as a result of the ongoing COVID-19 pandemic. In our comprehensive guide, we look at what the key announcements could mean to you, your ...

The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Budget and Spending Review 2021(SR21) ...

Smart Money: November 2021 Edition

Welcome to our November/December 2021 magazine. This issue was written prior to the Chancellor of ...

26
Oct
FPWM INVESTMENT STRATEGY COMMITTEE Q4 2021 TACTICAL VIEWS
After a quarter where the markets gave us more bark than bite, with equity indices overall pretty flat, we move into an interesting period for global financial markets. Governments and central banks need to come to terms with evidence that shows that inflation can no longer be dismissed as transitory and their expectations of the ...

After a quarter where the markets gave us more bark than bite, with equity indices ...

Smart Money: September 2021 Edition

Welcome to our September/October 2021 issue. Inside, we look at how having a financial plan ...

01
Sep
FPWM INVESTMENT STRATEGY COMMITTEE Q3 2021 TACTICAL VIEWS
This quarter’s commentary looks at what happened in an interesting quarter which while positive also has some interesting undercurrents as market participants started to wonder about inflation, the Delta Variant and Central Bank policy.  We also look forward using the late Donald Rumsfeld as the theme – looking at knowns, known unknowns and unknown unknowns. ...

This quarter’s commentary looks at what happened in an interesting quarter which while positive also ...

Smart Money: July 2021 Edition

Welcome to our latest edition. Inside this issue, the unique combination of tax breaks and ...

01
Jul
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