From budgets to budgies, the Headley newsroom has something for everyone.
June 2023 asset class review and August 2023 asset returns review August was a dreary month in a few ways. Matching the UK’s below-average temperatures, global asset market sentiment cooled into the end of summer.
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If you want to maximise the wealth you pass onto the next generation, it’s amazing what a difference some simple inheritance tax planning can make. Be careful though, because a lot of the misguided “advice” out there can land you (or perhaps more accurately, your family) in a worse position than you started. As expert
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Let’s be honest. When your bucket list is glistening with items like “Caribbean cruise”, “sports car” and “holidays with grandchildren”, it’s understandable why “inheritance tax planning” may be gathering dust somewhere at the bottom. But it does matter. And contrary to what you might think, inheritance tax planning could be the very thing that liberates
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While the British weather was dreary, July was all sunshine in capital markets. Global equities returned 2.4% in sterling terms and practically all major stock markets finished in the black.
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With summer well and truly here, it’s been lovely to hear of holidays and plans that our clients have coming up. We hope you enjoy this newsletter and it provides a reassuring update in a time of uncertainty.
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Looking at aggregate returns for last month, you might think May was a dull affair for capital markets. In sterling terms, global equities were practically flat, gaining just 0.3%. This matches the small climb seen over the last three months: sterling investors saw the value of their global stock holdings grow 1% through the spring.
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