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18 December, 2025 Reflections on another positive year

After enjoying a positive year in 2024, investors would have been wise to expect more volatile conditions in 2025. Despite...

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11 December, 2025 Protecting family wealth from Inheritance Tax

The Budget delivered on 26th November contained no significant changes to Inheritance Tax (IHT). Following the reforms announced in the...

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4 December, 2025 Will 2026 be the year when active management is back in fashion?

We have previously commented on the growing popularity of passive investment across the industry, and the dangers of relying on...

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27 November, 2025 2025 Budget Briefing

Chancellor Rachel Reeves delivered her second Budget on Wednesday, ending months of speculation, numerous leaks and U-turns and culminating in...

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20 November, 2025 Protecting What Matters Most

When considering the most important aspects of a long-term financial plan, many would immediately focus on savings, investments, and retirement...

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13 November, 2025 Improving tax efficiency without second-guessing the Budget

The period immediately before a Budget is traditionally a time when a Government remains tight-lipped about impending changes to tax...

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