Are you on the upper arm of the K-shaped recovery? We analyze the gap between assets and debt, Trump's latest credit proposals, and what it means for your portfolio in 2026.
  • 1st February 2026

K-Shaped Recovery, US Economy 2026, Wealth Management, Inflation, Donald Trump, Credit Interest Cap, Investing Strategy, Market Outlook, Assets vs Debt, US Midterms

The ‘K-Shaped’ Recovery Over recent years, we’ve seen what is often described as a ‘K-shaped’ recovery. Households with assets such as share...
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  • 22nd January 2026

Venezuela, Sanctions, and Your Portfolio: A New Year Market Outlook

Is the current oil market playing a game of 'Battleships'? In our first newsletter of the year, we analyze the impact of US sanctions on Venezuela, Go...
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  • 19th November 2025

UK State Pension What is the triple lock?

The triple lock was introduced in 2010. In a nutshell, its purpose is to make sure that the State Pension doesn’t lose value over time. It guarantee...
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Four Key Facts about UK State Pension

We are fast approaching a significant UK Budget Day, 2025 and UK pensions may well be affected by the need of the Labour government to plug the £20-3...
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  • 24th October 2023

It’s never too early or too late to start planning for your retirement.

Get started by using these planning tips to help you feel more confident about life after work. Planning for retirement can feel complex and overwhelm...
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  • 16th October 2023

Can you leave your pension savings to your loved ones?

Pension rules now make it possible to pass your pension plan on to your loved ones without paying the previous 55% ‘death tax’. These basic checks...
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