Newsletters

Here you will find our quarterly newsletter providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

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The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q4 2023

In this issue we take a look at interest rates, bonds and the FTSE
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q1 2023

In this issue we take a look at the FTSE, inflation and the budget
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q2 2023

In this issue we take a look at the inflation and ISAs
The Adviser - Changes in the world of Financial Services

The Adviser - Changes in the world of Financial Services

Q3 2023

In this issue we take a look at gifting your house, mitigating capital gains tax and inflation

UK News

E-gate outage lessons 'must be learnt'
The airport technology failure means the government has to "learn lessons", Lord Foster of Bath says.
Top lawyer denies turning blind eye on Post Office
A top barrister admitted that the Post Office should have disclosed certain information to subpostmasters.
Fraud victim's 18-month fight for £80,000 refund
Ahead of new rules coming in designed to better protect fraud victims, one woman tells of her fight to get her money back.
Brewdog boss James Watt steps down from CEO role
James Watt co-founded the Scottish brewery and pub group in Aberdeenshire in 2007.
Tech firms told to hide 'toxic' content from children
Social media firms like Instagram and TikTok will have to make changes to comply with new online safety laws.