Inheriting wealth: Advanced strategies for financial success
Welcome to the next step in your financial journey. Now that you have a solid foundation, it’s time to explore advanced strategies to help further secure and grow your inherited wealth. This guide will cover advanced investment strategies, tax planning, estate planning, philanthropy, and wealth preservation. 1. Understanding investment strategies Building on your basic knowledge, […]
Inheriting wealth: Your guide to financial success
In summary Welcome to the era of the great wealth transfer! As a beneficiary, you are about to navigate the exciting yet challenging journey of managing significant assets for the first time. This guide is here to equip you with the essential knowledge and strategies to ensure your inherited wealth not only lasts but grows. […]
The importance of remaining invested
In summary Navigating the ups and downs of financial markets can be daunting. Remaining invested when markets fall may seem counter intuitive, but it can be the best way to not crystalise losses and avoid your portfolio underperforming over the longer term. Download this article as a PDF here > Trying to time the market […]
2024 US elections: what investors need to know
In summary As the 2024 US elections approach on 5 November, the US stands at a pivotal crossroads. US voters are gearing up to choose the next president and members of Congress, decisions that will influence global markets. The presidential and vice-presidential TV debates have concluded, and early voting in some states is already underway. […]
Navigating volatile markets: harnessing the bond-equity partnership
In this article, we take a closer look at the longer-term relationship between bonds and equities, and how we can use it to our advantage during periods of market volatility. Understanding market volatility Financial markets never stay still and can often move dramatically higher or lower in response to major global events or when economic […]
Will British ISAs boost the UK equity market’s hopes for a revival?
In a proactive move, Chancellor Jeremy Hunt announced the creation of a new British ISA, aimed at stimulating investment inflows into the UK stock market, signalling a concerted effort to reinvigorate domestic investment. The question remains: Will this be sufficient to reignite investor interest in UK equities, or have investors lost their love for the […]
Women in Family Business report 2024
Family Business United has launched a campaign to celebrate the role of women in family firms. There are some incredible women, family members and non-family members alike doing some amazing things in family firms across the UK and this report celebrates their contribution to this thriving sector. The campaign began in 2024 and each year a […]
Defensive Capital Fund (DCF) Flash Report – January 2023
The Fund returned -0.1%* in January: a weak month for bonds and UK equities in particular. Strongest positive contributions in January came from Other Structured notes at +1.1%, Discounted Assets +0.3%, as well as Structured Notes at +0.3%. Our biggest detractor this month came from Real Assets with a negative contribution of -1.5% as UK infrastructure […]
The importance of remaining invested
Navigating the ups and downs of financial markets can be daunting. Remaining invested when markets fall may seem counter intuitive, but it can be the best way to not crystalise losses and avoid your portfolio underperforming over the longer term.sustained outcome. Instead, staying invested but keeping balance continues to be our goal. Trying to time […]
Glass half empty or full? Outlook 2024
As we near the end of 2023, we are at a crossroads for both economies and investments. During 2023 sentiment has oscillated between two different investment scenarios, the glass-half-full camp, and the glass-half-empty camp. The challenge is to construct portfolios while recognising that either scenario could occur. Given the uncertainty which prevails, we believe that […]