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Weekly Market Recap

We review how oil prices have fallen sharply together with the continued resilience in the U.S. economy and Micro’s blow-out earnings.

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Our latest thinking

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Pensions and ISAs
In this article, we will examine the benefits of each, potential drawbacks and how both can be used effectively.
holding sprout on coins
Investing for young people
Investing early is one of the best decisions you can make for your financial future.
A miniature house sitting on a laptop
Inheritance Tax planning and your home
IHT planning for your family home can be difficult. Learn how IHT rules, residence nil rate band, gifts and Wills could affect your estate.
lady holding girl
Discounted Gift Trusts – Having your cake and eating it
How does a Discounted Gift Trust (DGT) work? Our article provides further insight on how DGTs can offer opportunities as part of your financial plan.
man and lady working together
Navigating Capital Gains Tax in the 2026/27 tax year
Lower allowances and revised tax rates mean Capital Gains Tax is becoming an increasingly important consideration for investors.
Two people working on laptop with paper
ISA changes 2027
ISA changes from April 2027 include a lower Cash ISA limit for under-65s, new transfer rules and a 22% charge on some ISA cash interest.
parliament hd
Burnham premiership investment planning
How a possible Burnham premiership could affect financial planning, tax policy and investor confidence amid fiscal pressure.
Close-up Stocks on screen
The Prime Minister resigns
A look at what the Prime Minister’s resignation may mean for markets, investors and the UK’s economic outlook.
A grandfather blowing out birthday candles with grandkids
Cashflow planning explained: What it is and why it matters
Cashflow planning shows whether your income and assets can support your future goals.
A football player kicking a ball
What Tuchel's England squad teaches us about building a winning investment portfolio
Tuchel’s squad choices can teach investors more than you might think, especially when it comes to balance, roles and true diversification.
Older couple working on laptop
Pensions and Inheritance Tax
The April 2027 pension and inheritance tax changes introduce key estate planning considerations.
plant with hands in soil
Income protection: Can you afford not to have it?
Income protection ensures financial stability if you can't work due to injury or illness. Can you afford to lack protection?
man looking at tablet
Pensions and ISAs
In this article, we will examine the benefits of each, potential drawbacks and how both can be used effectively.
holding sprout on coins
Investing for young people
Investing early is one of the best decisions you can make for your financial future.
A miniature house sitting on a laptop
Inheritance Tax planning and your home
IHT planning for your family home can be difficult. Learn how IHT rules, residence nil rate band, gifts and Wills could affect your estate.
lady holding girl
Discounted Gift Trusts – Having your cake and eating it
How does a Discounted Gift Trust (DGT) work? Our article provides further insight on how DGTs can offer opportunities as part of your financial plan.
man and lady working together
Navigating Capital Gains Tax in the 2026/27 tax year
Lower allowances and revised tax rates mean Capital Gains Tax is becoming an increasingly important consideration for investors.
Two people working on laptop with paper
ISA changes 2027
ISA changes from April 2027 include a lower Cash ISA limit for under-65s, new transfer rules and a 22% charge on some ISA cash interest.
parliament hd
Burnham premiership investment planning
How a possible Burnham premiership could affect financial planning, tax policy and investor confidence amid fiscal pressure.
Close-up Stocks on screen
The Prime Minister resigns
A look at what the Prime Minister’s resignation may mean for markets, investors and the UK’s economic outlook.
A grandfather blowing out birthday candles with grandkids
Cashflow planning explained: What it is and why it matters
Cashflow planning shows whether your income and assets can support your future goals.
A football player kicking a ball
What Tuchel's England squad teaches us about building a winning investment portfolio
Tuchel’s squad choices can teach investors more than you might think, especially when it comes to balance, roles and true diversification.
Older couple working on laptop
Pensions and Inheritance Tax
The April 2027 pension and inheritance tax changes introduce key estate planning considerations.
plant with hands in soil
Income protection: Can you afford not to have it?
Income protection ensures financial stability if you can't work due to injury or illness. Can you afford to lack protection?

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