Feb 01
4

Quarter 4 2018 Market Commentary

October 2018 might feel like a lifetime ago; an awful lot has happened politically and economically since! Things have been moving so quickly it’s a challenge to stop writing a market commentary like this, especially with ongoing Brexit developments. But, we will be publishing smaller, timely updates as and when... read more →
Feb 01
stonegate3blog

Is luxury spending with your pension sustainable?

Since 2015 you’ve been able to spend your pension as you please when you turn 55. In fact, latest figures from HRMC show that around 1.4 million people have withdrawn £21.7 million from the Defined Contribution schemes. A Department of Work and Pensions (DWP) survey also found that some retirees... read more →
Feb 01
stonegate2blog

How to avoid Inheritance Tax

Recognised as the least popular tax in a YouGov poll a few years ago, Inheritance Tax (IHT), in reality, remains largely avoidable with some forethought and planning. But, what exactly is it? IHT is, potentially, a 40% tax on a portion of your estate when you die. A typical estate... read more →
Feb 01
stonegatetest

Ten things to do before tax year end

Did you make a New Year’s resolution? Aside from dry January or getting back in the gym, perhaps you made some financial resolutions? If not, now is the perfect time to get some valuable planning in before tax year end. Don’t leave it to the last minute, there are several... read more →
Oct 10

Market Commentary – September 2018

Introduction The summer months of July and August are regularly referred to as “silly season”. Everyone of note was on holiday, and the papers were forced into filling their pages with any old stories. This year, the moniker still stands – but for other more serious reasons. It’s obvious that... read more →
Oct 10

Market Commentary – October 2018

Introduction In around a months’ time, the US electorate go to the polls to vote in the mid-term elections. This could prove a real test of President Trump’s presidency, with controversy surrounding his pick for the supreme court and the continuing FBI investigation into past dealings. History however shows that,... read more →
Aug 15

Market Commentary – August 2018

July was the month that football was coming home…and then headed to France. It was also the start to one of the hottest, long lasting spells of warm weather which we are seemingly both enjoying and hating at the same time. One thing that seems to be certain is that... read more →
Jul 10

Market Commentary – July 2018

Introduction As a fan of science fiction, a common theme is the tale of the time traveller who travels to the present day from the future to warn of impending doom. If such an individual had appeared in May 2016 to announce that in two years’ time we would be... read more →
Jun 11

Market Commentary – June 2018

May was a very exciting month, with something for everyone going on. We had Eurovision, where the most European of European countries won – Israel. A week later we had the wedding of the year with Harry and Meghan tying the knot with an estimated global audience of 1.9 billion... read more →
May 24

Market Commentary – May 2018

They say a week is a long time in politics, but when two nuclear powers are at each other’s throats one minute and then 6 months later they are organising their first date, you would be forgiven for wondering what on earth is going on. The historic meeting of the... read more →