Insights
590 results
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17 Feb 2020Getting your investment policy right
A well thought-out investment policy is essential to achieving your charity’s goals and demonstrating that Trustees have fulfilled their duty of care. -
12 Feb 2020Don’t get bitten by the FAAMGS!
In spite of high valuations, weakening global growth and lacklustre corporate earnings, 2019 was another buoyant year for the US stock market. It delivered its best performance in six years, led by a small number of dominant global technology companies – the FAAMGs -
11 Feb 2020HMRC initiatives set to impact the real estate industry
A raft of HMRC initiatives are impacting the real estate industry. We consider how these initiatives are likely to affect your real estate business. -
11 Feb 2020Weekly Tax Update 11 February
The latest tax update and VAT round up for the week. -
07 Feb 2020Environmental, social and governance (ESG) considerations
Environmental, social and governance (ESG) considerations are changing the investment landscape. Charities are consequently under increasing pressure from stakeholders to draw these considerations into their investment process, a big step up from previous ‘best practice’ of merely adhering to various ethical exclusions. -
07 Feb 2020Life after sport: prepare now, or regret later
What sports professionals need to know about effective financial planning strategies -
06 Feb 2020Investment Outlook February 2020
In the February issue of Investment Outlook we discuss: geopolitical risks from the Middle East. -
04 Feb 2020The future of Inheritance Tax
A comparison of the key recommendations in the Office of Tax Simplification (OTS) and the All Party Parliamentary Group (APPG) reports -
28 Jan 2020Looking ahead for your tax year
We take a look at the various tax rates and available reliefs for 2020. -
28 Jan 2020An education in university fees planning
Tuition fees can be a minefield for parents. We outline the options available and help you navigate the common fees. -
28 Jan 2020Weekly Tax Update 28 January 2020
The latest tax update and VAT round up for the week. -
27 Jan 2020International tax reporting changes: Directive on Administrative Cooperation 6 and the Mandatory Disclosure Rules
HMRC has recently released draft regulations and a consultation document on the sixth version of the Directive on Administrative Cooperation (DAC6), an EU directive that will be implemented in the UK. -
27 Jan 2020Smith & Williamson backs new Investment Activator Programme
Smith & Williamson is one of eight private and public organisations coming together to launch a pioneering new investment initiative for fast-growth businesses in the West of England. -
27 Jan 2020Taking away the pain of tax self-assessment
Filling your tax return is still one of the most unpopular jobs of the year but the HMRC has tough measures in place for those who fail to file a return. -
23 Jan 2020MPS Review of 2019 and Outlook for 2020
It was a particularly strong year in the markets with a return of 17.3% for the FTSE 100. Our overweight in equities contributed positively across all models and assisted in all of them out performing their respective benchmark. -
22 Jan 2020Weekly Tax Update 21 January 2020
The latest tax update and VAT round up for the week.