020 7708 5197|nloton@aequuswealth.co.uk|

The US tech stock bubble – what next?

Sep 8, 2021 | Newsletter

The US stock market has been the place to be in recent years: while the UK’s FTSE All Share is up 91%, the S&P 500 has returned a huge 341% in the past decade, led in the main by the giant technology companies. As more and more of our daily lives have moved...

HMRC Family Investment Unit closes

Sep 6, 2021 | Newsletter

A special HMRC team set up to review the use of family investment companies was a complete waste of time and diverted resources from the investigation of aggressive tax avoidance and evasion, say leading tax and advisory experts. The view from commentators is that...

BoE sends mixed messages

Sep 4, 2021 | Newsletter

Stocks in London ended mixed last week after the Bank of England downplayed the threat of a sustained rise in inflation, following a hawkish pivot from the US Federal Reserve. Markets throughout Europe and the US recently enjoyed one of the more memorable days in a...

Covid pessimism dampens stock markets

Aug 31, 2021 | Newsletter

As Stock markets have fallen across the world amid deepening pessimism over a rise in Covid-19 infections, with £44bn wiped off the value of the FTSE 100 index of the UK’s leading companies on what some have called “freedom day” from pandemic restrictions in England....

Child benefit tax ruling

Aug 28, 2021 | Newsletter

HMRC is facing calls to refund thousands of people it chased for extra tax payments as a result of its controversial high income child benefit charge. A tribunal ruled last week that the revenue could not pursue a man for £4,000 back taxes it claimed he owed because...

Unmarried couple receive windfall

Aug 25, 2021 | Newsletter

Thousands of grieving Brits will be able to claim £10,000 in backdated benefits after the government caved to a Supreme Court defeat. A long-awaited legal change was unveiled tonight to extend bereavement benefits to couples with children who live together but are not...

Sit tight in the face of inflation

Aug 22, 2021 | Newsletter

Investors have traditionally flocked to gold and other commodities during periods of high inflation, but with the recent spike already priced in, is such a hedge necessary? UK inflation increased to 2.5% in June, ahead of the expected 2.2% forecast by analysts and a...

Beware ultra-low fixed mortgage deals

Aug 19, 2021 | Newsletter

Headline-grabbing mortgage rates have been coming thick and fast in recent weeks. It started with the first sub-1% deal in several years and has continued with lenders launching their cheapest home loans ever. As of last week, it’s been possible to tie-in for two...

EIS and VCT opportunities

Aug 16, 2021 | Newsletter

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs) are sometimes cited as the next port of call after you have used up allowances for pensions and individual savings accounts (ISAs). But there are some key differences between VCTs’ and EISs’ tax...

Annuity or drawdown?

Aug 13, 2021 | Newsletter

Pensions freedoms have given retirees more choices about their finances but this can leave many wondering which is the right path to choose. Transitioning from working life to retirement can be an emotionally tricky period. Often much of a person’s identity is built...