Articles
Newsletters and Updates
From time to time we will publish useful articles and market commentary relevant to our clients’ portfolios. Visit this page to read our latest update on financial markets - please let us know if you would like us to feature a specific topic.
Meet the author
Peter Geikie-Cobb is our Head of Investment Research. With a 35+ year career in Financial Services as a former Bond Fund Manager, he is able to bring clarity to the noise we read in the headlines.
Capital Gains Tax
CGT: Halved and Halved Again
The 6th April 2024 will mark the start of the new 2024/25 tax year and a further reduction in Capital Gains Tax (CGT) allowance from £6,000 down to £3,000.
The once generous rate of £12,300 ended last year and with tax-free CGT allowances ebbing away many investors will be facing a potentially inevitable tax liability for the first time on investment profits.
What is a bond?
Learn about fixed income and bonds.
The term ‘bond’ is used to describe several different types of financial products. In this article we explore bonds in the context of the ‘fixed income’ element of a balanced investment portfolio.