Can I reduce my Capital Gains Tax bill by splitting assets with my other half?
At a glance: Selling an asset can mean you need to pay Capital Gains Tax (CGT) on any gain you make. You have several tax-efficient options that can reduce your…
Can government bonds come out on top in a tariff war?
At a glance Political tensions between the US and China have caused significant volatility in the US bond market. Any move by China to reduce its US bond holdings could…
Market turbulence, portfolio resilience
In his latest memo, SJP’s Chief Investment Officer Justin Onuekwusi provides a timely reminder about the importance of emotional and portfolio resilience when navigating through periods of market turbulence. …
Unforeseen consequences: How far reaching will US tariffs be?
At a glance: The recent tariff news wasn’t wholly unexpected, but the scale and breadth of the moves caught markets by surprise. Tariffs will see costs passed on to consumers,…
Your tax checklist for the year ahead
At a glance The economic outlook is brighter, but it’s still vital to ensure you’re using all the allowances and exemptions you’re entitled to. Recently announced changes to Inheritance Tax,…
Silver linings in the Spring Statement?
UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement. Although the Office for Business Responsibility (OBR) downgraded expected growth from 2%…
Investing in small companies: making a big difference?
At a glance Smaller companies can be more volatile than large companies but may have higher potential for growth. After years of underperformance, there are attractive valuations within the asset…
How to avoid inheritance tax traps
At a glance An inheritance can be a life-changing sum of money. Inheritance planning can help make sure the right amount reaches the right people tax efficiently. You can reduce…
Your family financial to-do list for 2025
At a glance Financial planning today frequently means thinking about more than one generation and more than one life stage. Having a clear to-do list of actions can help future…
