7 important things to know if you’re a trustee

A father holding his daughter’s hand as they walk.

As a trustee, you may be unsure about what your responsibilities are and the steps you need to take. If you’re acting as a trustee, here are some of the essential things you need to know. Being a trustee means that you’re taking responsibility for money or assets that someone, known as the “settlor”, has…

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Economic Review – August 2022

The latest gross domestic product (GDP) statistics show the UK economy grew unexpectedly in May although forward-looking indicators still point to a deteriorating outlook. In our economic update this month we look at the reasons  why the economy expanded, expected pressure on households in the coming months and a weaker growth.  Our markets shows some…

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Economic Review – July 2022

The latest gross domestic product (GDP) statistics show the UK economy unexpectedly shrank in April, increasing concerns about future growth prospects. In our economic update this month we look at the reasons behind the UK slowdown and what future growth might look like. With the Bank of England sanctioning another quarter point rate rise last…

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Quarterly Financial Bulletin – Summer – 2022

Most people would agree that wealth is not about hoarding money but the financial freedom and flexibility it affords to help us achieve our passions and goals. Wealth essentially has the capacity to create a powerful purpose within our lives, provided we are able to unlock its true value. In our quarterly bulletin this month we…

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Investment market update: May 2022

Investment market update: May 2022

Investment markets in May experienced volatility amid concerns that economies could fall into a recession as inflation pressure remains high. While you may be worried about the volatility your investments have experienced, keep your long-term goals in mind. A long-term time frame can help smooth out the peaks and troughs of markets. This is because,…

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Economic Review – June 2022

The Bank of England (BoE) has warned that the UK faces a “sharp economic slowdown” in the coming months as it continues to raise interest rates in a bid to dampen rapidly rising prices. In our economic update this month we look at the continuing surge of prices and how this is impacting on the…

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