Trump – The first 100 days

Trump – The first 100 days

Assessing the Impact As Donald Trump completes his first 100 days in office, a complex economic narrative emerges, one which challenges traditional approaches while attempting to address long-standing structural challenges. His presidency has introduced uncertainty and volatility, yet the broader economic context remains one of relative strength. This dynamic sets the current period apart from…

What is shaping the markets?

What is shaping the markets?

Global markets are in a tough spot, caught between geopolitical tensions, shifting monetary policies and sector-specific trends. European and Chinese stocks have been climbing, while U.S. equities are under pressure, weighed down by tariff concerns. Trump’s return to office has fueled uncertainty, leaving investors on edge. The big question is how much of his aggressive…

Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report

Industry cites ‘excellent’ list of international advisers amid Brite Advisors Sunday Times report

It has long been true that good, trustworthy and truly professional financial advisers are not easy to find. Synergi is very proud to be listed among the “excellent” advisers worldwide – Jonathan Martin DipPFS EFA, Synergi Switzerland. Read the full article at the link below. Industry cites ‘excellent’ list of international advisers amid Brite Advisors…

Are you missing some retirement income? Here’s how to track it down

Are you missing some retirement income? Here’s how to track it down

The amount you manage to save will decide the kind of life you’ll be able to live in retirement. That’s why it’s important to keep track of every penny. Find out how to make sure you’ve got eyes on all of your retirement income. Do you have some past pensions?  You’ll usually get a new…

UK inheritance tax (IHT) receipts

UK inheritance tax (IHT) receipts

HM Revenue and Customs has collected £3.9billion in inheritance tax (IHT) from April to September 2023. This is up £400million from the same period last year. With the current nil rate band (NRB) frozen until at least 2028, the IHT receipts are likely set to increase. The original forecast of the Office for Budget Responsibility (OBR)…

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

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 overwhelming. How long will your savings have to last and what sort of lifestyle would you like to enjoy? There is a lot to consider so it can be hard to…