Our monthly economic review is intended to provide background to recent developments in investmentmarkets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual requirements. […]

Following the Chancellor's Spring Statement, Quilter's experts share their reactions and insight. Chancellor leaves herself with miniscule headroom, as OBR provides little optimism Lindsay James, investment strategist “Today’s Spring Statement confirmed what has long been known about the UK economy – growth is weak and the public finances are in a hugely precarious situation. Without […]

As we approach the spring statement from Chancellor Rachel Reeves, there's a lot of speculation about potential changes that could impact your financial plans. Although the Treasury has committed to only one fiscal update per year, some people are worried that there might be additional announcements this spring. The Chancellor has said she will take […]

Approaching your company’s year-end is a challenging time. There are the ever-present challenges of profitability, cashflow, and (getting and keeping) customers. Often, business owners can be too close to the tree to see the wood, let alone the forest! What is essential, however, is to take the time to review, plan and take advantage of […]

Getting a bonus? Don't lose It to HMRC. If you're expecting a bonus soon, you might have already planned how to spend it. Common uses include paying off debts, saving for a holiday, or setting aside for retirement. While these are sensible choices, there are valuable tax allowances that can make your spending more efficient. […]

When I was at school, the second half of the year was often the months that was crammed full of end-of-term assignments, revision, and exams. There is a value to education of course. Price is only an issue in the absence of value I know, but it did get me thinking about the implicit and […]

Most of us assume we would be delighted to receive a substantial sum of money. It’s fun to make that mental list of extravagant purchases such as holiday homes or your dream two car garage. However, while it’s a nice problem to have, it can be daunting. This is particularly true where the money is […]