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.
Are Cash ISAs Under Threat?
Big changes could be coming to the humble Cash ISA – and if you’ve been leaning on it as your go-to savings vehicle, this is a moment to pause and reflect.
What the Headlines Missed
It’s easy to get caught up in the headlines, and there have been plenty lately. Between rising UK unemployment and Trump’s tariff chaos, you might expect your investments to be struggling. But, in this Astute Market Overview, we take a step back to look at the bigger picture, and it’s far more positive than those headlines suggest.
Dr Scott Osborne: Why Doing Nothing Was Right – Until Now
Since Donald Trump’s so called “Liberation Day” announcements triggered chaos and a trade war with China, global market volatility has soared. A 90-day pause has allowed room for negotiations, and markets responded with a strong rebound.
Practical Pension Planning to Avoid IHT (Including Business Relief)
Farmers took to the streets in protest following the agricultural relief changes in Labour’s budget.
Market Dips. What History Has Taught Us
If you have listened to any radio, watched any TV or glanced at newspaper headlines this week, you’ll have heard that markets have “plunged” following America’s tariffs on much of the rest of the world. You can watch our video from last week for more detail.
Trump’s Tariffs – Why We’re Not Worried
Yesterday was dubbed “liberation day” in the US, as Donald Trump unveiled a list of reciprocal tariffs. In this update, Hannah Kennedy is joined by Dr Scott Osborne to discuss US tariffs, what uncertainty still remains, and ultimately, why we aren’t worried.
In Trusts We Trust: Strategies to Avoid Inheritance Tax (IHT)
Inheritance Tax receipts are on the rise and are expected to grow significantly in the future, particularly owing to the changes announced in the Labour Budget in October 2024.
Spring Statement – Do the Books Balance?
How do you know it’s spring? The tulips and daffodils are in bloom, the days get longer, the fields are filled with bleating lambs – and of course, the Chancellor delivers the Spring Statement!
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.