CGT: A Significant Change on the Horizon
28th February 2024
As we approach the upcoming tax year end, a significant change is on the horizon – the halving of the capital gains tax (CGT) allowance to only £3,000…
CGT: A Significant Change on the Horizon
28th February 2024
As we approach the upcoming tax year end, a significant change is on the horizon – the halving of the capital gains tax (CGT) allowance to only £3,000…
Investment Update | February 2024
23rd February 2024
Call My Bluff This update covers from 15th January to 14th February, but we have used year to date charts to give a slightly broader perspective. Since our…
Market Update | Week 8
19th February 2024
Global equities continued their upward path last week, posting a gain of around 0.5% in both local currency and sterling terms. This left markets up year-to-date some 4.5%…
Market Update | Week 7
13th February 2024
Global equities had another positive week, rising slightly over 1.0% in both local currency and sterling terms. China fared best with a gain of 3.3% in sterling terms….
IBOSS DFM MPS Retains Defaqto 5 Star Rating
12th February 2024
We are delighted to announce that the IBOSS DFM MPS has retained its Defaqto 5 Star Rating in 2024 for the 4th consecutive year. Defaqto is an independent…
Market Update | Week 6
5th February 2024
Global equities had a positive week, rising 1.0% in local currency terms and 1.4% in sterling terms. The US and Japan fared best, with gains of 1.8% and…