Commentary and Updates
From our regular market commentary to our expert breakdowns of government budgets and statements, here’s where you can stay up to date with all the latest financial developments.
Strategies to Avoid IHT – The Power of a Will
Inheritance Tax planning is becoming an increasingly crucial consideration for many families with the number of estates expected to be subject to it ever on the rise.
Strategies to Avoid IHT – The Basics
Inheritance Tax, often referred to as the “voluntary tax” can have a significant impact on the wealth you pass down to your loved ones.
Staying Nimble in 2025: Tariffs, Trump and Rates
We are now well into 2025, and there is plenty to discuss! In this quarterly market update, Hannah Kennedy is joined by Dr Scott Osborne to delve into some of the key themes for Q1 2025.
New Year Outlook: Fund Positioning and Risks for 2025
Happy New Year! We hope that you have had a wonderful Christmas break, and that you’re feeling refreshed ready for 2025.
Merry Christmas! Our 2024 Highlights
As we approach the end of the calendar year and look ahead to spending time with family and friends over Christmas, we first would like to take some time to share our highlights of 2024 with you.
Budget 2024: Pensions Under Fire in Labour’s IHT Overhaul
As the dust settles on the first Labour budget since 2010, it is apparent that the Labour government’s tax increases will be far reaching.
Trump’s Victory and Labour’s Budget: Quarterly Market Update Q4 2024
Many of the key macroeconomic events on our radar for 2024 have now unfolded: the results of the US Presidential election were called quickly in favour of Donald Trump, and Labour’s ‘book balanced budget’ (with lots of spending promises) helped boost market sentiment, there is a lot to digest.
Pensions, IHT, CGT, and NICs: Labour’s £40bn Tax Raid
Labour’s long awaited autumn budget has been delivered. Whilst we continue to dig into the detail and do our research, in this update we cover our initial thoughts on yesterday’s £40bn tax raising budget: the rabbits out of the hat and the ghouls in the closet, and, of course, what it means for your finances.
The US Presidential Election: How does it work?
With the US election just around the corner, Hannah is joined by Dr. Scott Osborne to break down what you need to know, what impact it may have on the VT Astute funds, and whether it really matters who wins.
Astute Fund Overview – October 2024
Welcome to the latest Astute Fund Overview. This is our opportunity to share with you how the latest market moves, and economic events relate to our outlook, and also to the positioning the VT Astute funds.
What Could Labour’s Budget Mean for Your Money?
The new Labour government isn’t wasting any time. October’s budget could bring some major changes. What could be at risk? Let’s explore the possibilities.
Base Rate Held at 5.00% as Inflation Hugs Its Target
Many key markets sit close to the levels at the start of the month, despite an early September dip followed by a steady recovery.