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Routes to Success

We’re constantly thinking about every aspect of wealth management. You’ll find our expert insights and ideas about the state of the market, new legislation and ways to make the most of your wealth here.

As The Dust Settles – UK Residential Property Investment After Brexit

A bold step into the future or a dangerous journey into the unknown? The truth is that no-one knows as yet whether the decision by British voters to leave the European Union will have beneficial or detrimental impact on the United Kingdom’s economy. Until a trade deal is agreed and the final shape of the…

Carrot and Stick – What the Spring Statement Means for HNW Taxpayers

There was a time when the start of Spring was heralded by the Chancellor’s Budget, a major political and economic event.   These days the Chancellor offers two Budget statements – one in Autumn and the other in Spring, with the former containing all the major policy announcements and tax changes. The March event has…

All Change – Why Invest in Commercial to Residential Property Projects?

It has been almost six years since the Government relaxed some the planning restrictions surrounding the conversion of commercial property into residential accommodation, a regulatory adjustment that is continuing to change the face of towns and cities. Until relatively recently, town centres tended to be dominated by commercial buildings, such as offices, warehouses and retail…

Why Smart Investment Is The Key To Residential Rented Property Success

In December last year, the Economist newspaper asked if Britain’s buy-to-let boom had come to an end as landlords faced up to new regulatory and tax pressures. Fast forward a month to a report published in January  2018, and by Finance UK, which found that mortgage arrears on properties owned by buy-to-let landlords had jumped…

A Finance Revolution – Why The Private Debt Market Continues to Grow

In the short term, the great financial crisis of the late 2000s delivered a profound, but thankfully not terminal, shock to the global economy. In the longer term it has been a catalyst for change and innovation, not least in the corporate finance market.   Witness research published in January by alternative asset analyst, Preqin….

Today and Tomorrow  – The Importance of Year End Tax Planning

In terms of taxation, the first few months of any given year are a time to look forward and backwards. For those completing a self-assessment form ahead of the January 31 deadline, all thoughts are on the previous tax year. With that job done, dusted and signed off, the next big milestone is April 6…

Driving Performance – The Important Role of Non-Core Asset Investment  

There is nothing wrong with a safety first approach to investment strategy. Indeed, many investors – perhaps the majority – will choose to hold tried and trusted assets over a long time frame in order to secure a predictable and reliable income, coupled with an acceptable level of growth.   In practice, that might mean…