Blogs & News

Inheritance Tax savings

Is the UK property market reaching the end of the boom period?

UK house prices increased by an average of 12.4% in 2022, sustaining a trend of rising prices that has been in play since 2012 – a boom by anyone’s measures. We’re familiar with the reasons for this; the Stamp Duty holiday, lack of supply, record low interest rates on fixed year deals, lockdown generating excess […]

Ethical investment criteria, with Wren Sterling.

How an adviser can limit the impact of market turbulence

Living in the UK we know that some days the sun will shine and others it will be cold and wet.  And while we may not necessarily like going out in the bad weather, the dog still needs walking, the kids still need to go to school and we still need to go to the [...]

Active and index investing in your portfolio to secure your children's future.

Higher house prices upset estate planning in 2022

With UK average house prices increasing, investors are closely monitoring this rise. Homeowners may be glad of this increase – but not understanding how it will impact their inheritance tax bill.

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Wren Sterling announces acquisition of Critchleys Financial Planning LLP, an Oxford-based financial adviser with £150m of assets under advice

Second acquisition announced since investment by Lightyear Capital as Wren Sterling accelerates its growth strategy Wren Sterling Group, one of the UK’s leading providers of specialist financial planning advice to private and corporate clients, has today announced the completion of its acquisition of Critchleys Financial Planning LLP. Under the terms of the deal, the Critchleys […]

How much weight should you give economic outlook confidence as an investor?

How much weight should you give economic outlook confidence as an investor?

In recent weeks there have been a number of high profile comments made about the UK’s economic outlook from prominent figures. Rishi Sunak, the Chancellor, has countered warnings of weakness in the pound with a statement backing the UK’s medium and long term prospects. Bank of America released a report in late May that captured [...]

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Pound Cost Averaging: Easing the cautious investor into the market

Understanding investing for beginners Investing a large sum of money in the stock market at any one point carries risk for the investor. If prices suddenly fall, there will be an immediate reduction in portfolio value, which can cause anxiety. Some investors might want to wait to feel more comfortable in the market before investing, [...]

HMRC documents

Registration of all Trusts: IMPORTANT ACTION NEEDED!

Don't miss the Trust Register deadline In response to EU anti-money laundering regulations, adopted prior to Brexit, HMRC has expanded the Trust Register so that virtually every current Trust needs to be registered.  The deadline for completing the registration is 31 August 2022 and there will be penalties applied if relevant Trust have not been [...]

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Wren Sterling Group announces acquisition of Mutual Financial Management, a Manchester based financial adviser with £675m of assets under management

Deal marks step change in the ambition of the Wren Sterling Group’s acquisition strategy following recent investment by Lightyear Capital The Wren Sterling Group (“Wren Sterling”), one of the UK’s leading providers of specialist independent financial planning advice to private and corporate clients, has today announced its acquisition of Mutual Financial Management LLP, an IFA [...]

How our services are changing to meet client needs in a changing world

How our services are changing to meet client needs in a changing world

Financial planning is about more than just investment returns. Of course, they’re critical to financial plans succeeding, but recent years have really sharpened our focus on building solutions to meet more of the challenges our clients face, so our advice is truly holistic…

Has the ESG rulebook been ripped up by Russia?

Has the ESG rulebook been ripped up by Russia?

How has Russia’s invasion affected ESG investing? We asked our ESG investing panel for their perspective on this difficult issue, where they stand, and also where they see opportunities in a changing world.

Cost of living hacks.

Cost of living hacks

When everyone is likely to feel the pinch on day-to-day bills, it’s worth a quick think to see if you can offset some of the increases with some simple tricks. We’ve collated some hints and tips from a few sources and there’s plenty here for the whole family.

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Should we be preparing for long-term inflation?

Inflation could be here to stay, as problems with production in China, coupled with energy price rises look set to keep costs high…