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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April was a mild month in capital markets. While most developed world equity indices gained in sterling terms, the rises were very slight.
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March rounded off the first quarter as one to be remembered for the sense of crisis that markets were heading upwards but towards a cliff-edge. As March unfolded, many thought that the cliff edge had been reached. Fortunately, it appears that the drop was just a few feet down and the hill continues.
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Headley Spring Newsletter 2023 Our last newsletter hoped that 2023 would bring some calmer times for all but the jury is still out so far. It remains a difficult period with continued increasing costs, which has led to many of us reconsidering or delaying plans. The below looks at some topical areas of interest currently.
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The Chancellor, Jeremy Hunt, presented his 2023 Spring Budget to Parliament on Wednesday, with the main theme of the Budget targeted at tackling the UK’s productivity issues, with the aim to encourage those economically inactive back to work.
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Last month proved a mixed bag for global investors. On the one hand, British and European assets had another decent month, buoyed by lower-than-expected energy prices and noticeably lower inflation numbers.
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Divorce is complicated on many levels – and how to deal with pensions is one of them. In many cases, pension sharing is a good route to take. It allows a “fair” split of pension assets to equalise incomes at retirement, giving both parties a clean break and ownership of their own investment and retirement
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