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Quarterly Market Update: US tech companies lead positive Q2
At a glance The US market had a strong quarter, while the UK market struggled Companies taking advantage of AI have seen strong returns over the past few months With so much short-term uncertainty, ensure you are well diversified and invest for the long-term Our fascination with Artificial Intelligence, or AI, goes back well over […]
Read MoreDon’t leave your family an avoidable IHT bill
At a glance In the last tax year (2022-23) bereaved families paid £6.1 billion in Inheritance Tax, the largest single-year rise since 2015-16.1 Reducing the value of your estate during your lifetime will mean that your family will owe less IHT in the future. Many people know that they can gift money to reduce the […]
Read MoreLessons from the first year: Nicola Russill-Roy, Propose PR
At a glance It can be easy to delay launching a business, thinking that you need to know everything before you begin. But Nicola Russill-Roy, founder of Propose PR and a St. James’s Place client, says lessons come quickly after you start. When it comes to finances, Nicola recommends planning how you want to reach revenue goals […]
Read MoreState pension and divorce: Are you missing out on unclaimed State Pension?
At a glance Many women rely on the State Pension when it comes to retirement income, but you may have a smaller workplace pension than your colleagues if you took time out to raise a family. It’s important to be sure that you’re getting the full State Pension amount that you’re entitled to. If you […]
Read MoreActive vs passive investing – which is better?
At a glance Active investing involves fund managers making active decisions over what to invest in. Passive investors look to replicate a given index or market. Both strategies have their strengths and weaknesses. Where appropriate we look to blend different elements of active and passive within our strategies. During long periods where financial markets do […]
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