Blogs & News

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 […]

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 [...]

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.

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 […]

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 [...]

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, [...]

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 [...]

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 [...]

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…

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.

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.

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