COVID-19

Wren Sterling’s Budget Analysis, March 2021

As the dust settles on Rishi Sunak’s March Budget, we reflected on the key outcomes for our clients, both individually and for the companies that we advise. In this video, Phil Jenkins and Paul Mitchell, Chartered Financial Planner and Director of Corporate Solutions, respectively, run through measures including: The freezing of the lifetime allowance Freezing [...]

Has there been a better time to carry forward unused pension tax allowances?

Originally published on vanguardinvestor.co.uk, 12 February With some fortunate households' savings boosted by the lockdowns Covid-19 has forced us to endure, and public finances under growing pressure, it's a question worth considering. The pandemic has clearly been very tough on so many different people. But there’s also no denying that for those able to work [...]

What might change in the 2021 Budget?

Rishi Sunak is going to deliver what is probably the most significant budget since the Second World War on March 3rd. The government has spent colossal amounts on the Covid crisis in the last 12 months and as the vaccine programme is in full swing, attention is being turned to how the nation repays the [...]

Is it the season to be jolly?

As we move into 2021 what can we expect from this year? Vaccines, Brexit and new technology.

Why this time, Brexit really means Brexit

Time to wash away Brexit uncertainties. Insight from Tatton Investment Management

Company in COVID-19

How Wren Sterling’s Corporate advisers supported their clients affected by Covid-19, lockdown and challenging trading conditions

Finding the right blend

How has delivering financial advice changed in a COVID-19 environment?

7IM: 7 lessons from 20 years of investing

Seven lessons from 20 years of investing Once upon a time, General Electric (GE) was the most valuable company in the world. Founded by Thomas Edison in 1889, it was one of the original 12 stocks in the Dow Jones Industrial Average. By late 2000, GE had a market capitalisation of half a trillion dollars. [...]

Brewin Dolphin: The crisis has hit my income – should I cash in on my pension?

You can use your retirement savings pot as you wish from age 55 – rising to age 57 from 2028, the government recently confirmed. Yet while this offers flexibility, you need to think carefully before dipping into your retirement funds, or you could trigger unexpected tax charges or whittle away your funds too quickly. Here [...]

artistic image showing rising and falling values of stocks and investments

7 insights from 7IM

As the strangest summer in decades winds down, everyone is starting to think about what the last third of 2020 might have in store. 7IM provided answers to the seven most common questions they have been asked by their clients. All content produced first on 7IM.co.uk US ELECTION: Who will win, and what will it [...]