SUCCESSION – Making a Plan

In the 2016 budget the UK Government announced the introduction of the Lifetime ISA, a scheme through which 18-40 year olds can invest up to £4,000 per year until the age of 50, at which point the Government would add a 25% bonus to the total funds deposited. The Lifetime ISA would be accessed tax-free…

With classic British understatement, you could say the second quarter of 2025 has not been without incident. But market performance over the period fails to capture the full drama. The FTSE Private Investor Balanced Index, a reasonable proxy for the majority of our industry’s clients, returned around 2.5%, which could be considered slightly better than…

As Austria ranked in the top 10 best countries in which to live and work for expats, Vienna became the European city which has seen the largest influx of high net worth individuals in the past decade. The population of these high net worth individuals has grown by 67% in the last 10 years, faster…

Equity markets ended last week on a positive note, with rises across the board on Friday, including the FTSE All-Share and Euro STOXX 600 which were both up +2.6% and the S&P 500 up +3.1%. The S&P ended up +6.5% for the week, the Dow Jones up +5% and the NASDAQ up +7%, making it…

Investors are likely to be feeling discomfort at the moment. Markets are on a rollercoaster ride with the S&P and the Nasdaq posting their worst returns in the past few weeks since the beginning of the pandemic. Wall Street saw wild swings in equity prices, with indices down 4% at one stage – only to…