6th December 2023
Giving the whole family a head start this tax year-end
At a glance Putting your family first When you’re in your 40s and 50s, you can sometimes feel like you’re financing three generations, not just one. Many people find themselves caught in the ‘sandwich’ generation, responsible for both their children’s future financial wellbeing and the wellbeing of their parents in later life. At the same […]
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5th December 2023
Five things you need to know about Inheritance Tax
At a glance We all want to do the right thing by our families. Recent research published by St. James’s Place revealed more than two-thirds (69%) of SJP clients expect to provide some form of financial support for their family at some point1. And more than one-third of those people expected that support to be in the […]
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4th December 2023
WeekWatch
WeekWatch Stock Take Has the season to be jolly come a bit too early? Global markets ended November in an upbeat mood. The MSCI World index registered its best month in three years, climbing nearly 9%. A similar return for the S&P 500 index represented its seventh best single month of returns in the past […]
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