Autumn Budget 2021 – the impact on personal finances and investments
What did the Chancellor have in store for us in his red box?
Wealth Management
Inside the mind of an investment manager
An investment strategy plays a critical role in managing market risk.
10 reasons your 50s could be your most important decade
Your 50s can often be a pivotal decade in your financial life. Thoughts around retirement (or not!), leaving or creating a legacy, a changing financial environment (grown-up kids perhaps) can all occur during this decade. For some clients in their 50s, retirement is the last thing on their mind.
Do crypto assets deserve a place in your portfolio?
Vertiginous rises in prices of cryptocurrencies such as Bitcoin have piqued the interest of many investors. But be under no illusion, this is a very risky place to put your money.
Investment Strategies with Charles Stanley
Ria Shepheard in conversation with Investment Manager Rebecca Stein of Charles Stanley Wealth Managers. Join them as they provide top tips for your investment strategies.
Looking for a job in the future? Try the behavioural economy
Skills and competencies that drive, interpret, and respond to the behaviours of people will dramatically increase in demand.
The 9 Building Blocks For Recovery
We’re definitely not out of the woods yet but we’re certainly in a position to start ‘cautiously’ planning for the future. Representatives from B4’s Professional Services Hub got together to discuss what advice they’re giving their clients to build the foundations for recovery and what they’re doing in their own businesses to get in shape to hit the ground running.
The challenges ahead on the road to recovery
The path to recovery will not be easy. Decision making by central bankers and politicians in 2021 is arguably more significant than they were in 2020 because they are so finely balanced.
Reducing Inheritance Tax by Investing in AIM Shares
The Alternative Investment Market’s (AIM) success over the past year has made it increasingly difficult for equity investors to ignore. AIM is the London Stock Exchange’s (LSE) market for smaller, growing companies which are at different stages of development.
Wealth today and tomorrow
I’ve been helping Rebecca organise her money following the death of her father, who had also been one of our clients.
B4 Professional Services Day
It’s B4 Professional Services Day at B4. So we’re highlighting some recent and not so recent articles and press releases posted by B4 members over the past year or so.
You better be ready for the ‘green revolution’
The environment may be the biggest winner of the US presidential election, as the vote could flip US policy on its head. Low-carbon energy – and investors in the technology that makes it possible – may be nearing their time in the sun.
Self-employed fear unaffordable tax bills as a result of coronavirus
Accountancy and business advisors Whitley Stimpson reports that as many as one million self-employed people could soon be facing tax bills bigger than their annual earnings in 2019-20 due to the coronavirus pandemic.
Implementing our business continuity plan
The COVID-19 situation in the UK has caused a great deal of uncertainty for investors. The FTSE 100 lost around 30% of its value from the beginning of February to the fourth week in March.