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

The spectre of wealth tax

Nov 27, 2020 | Newsletter

The Labour Party have clearly learnt from the mistakes of the radical tax policies of the previous administration; however, they have potentially and subtly planted a dangerous seed in the mind of the Chancellor around a future wealth tax. Labour agree that now is not...

Investment trusts look attractive

Nov 24, 2020 | Newsletter

Investors’ appetite for income in a dwindling market for dividends has prompted a surge in investment trust launches, with five new potential funds announced in recent weeks. After a quiet year so far for trust launches, with only one new trust floated in February,...

Mortgage waiting times increase

Nov 21, 2020 | Newsletter

Mortgage wait times are soaring – putting homebuyers at risk of losing their dream property. Before the pandemic started, it took two weeks to get a mortgage offer. Now it can take six weeks. Home working by bank staff has been blamed for causing a massive backlog of...

Investing in the UK – pros and cons

Nov 18, 2020 | Newsletter

The latest figures from the Investment Association show that UK funds are firmly out of favour with UK retail investors. UK funds suffered net outflows in June and July of £1.1 billion and £912 million, respectively. Other categories of fund proved popular over the...

Equity release concerns

Nov 15, 2020 | Newsletter

The Sunday Times carried out a mystery shopping exercise with the three biggest equity release companies following a surge in people considering making use of the lifetime mortgage product. The ‘paper tried to find out how much a 64-year-old woman would be able...

Managing your risk of redundancy

Nov 13, 2020 | Newsletter

It’s an unfortunate reality that, as the furlough scheme winds up, many more people are going to find themselves at risk of redundancy. Whilst the prospect of leaving a job involuntarily can be daunting, the best thing to do if facing this situation is to prepare...

House prices boom, but for how long?

Nov 10, 2020 | Newsletter

Property prices leapt 7.3% year-on-year last month as Britain’s housing market boom continues, with lender Halifax reporting mortgage applications at a 12-year high. Figures from the bank show the average residential home sold for £249,870 ($322,877) in September,...

Fintech and The Klarna question

Nov 7, 2020 | Newsletter

The value of “buy-now pay-later” finance group Klarna has soared past $10 billion after investors pumped $650 million into the Swedish payments company. The company said a new round of investor funding valued the company at $10.6bn (£8.1bn), a blockbuster figure that...

Billionaires do well during the pandemic

Nov 4, 2020 | Newsletter

Billionaire wealth soared to a record $10.2 trillion at the end of July after asset values bounced back following a coronavirus-induced dip, according to a report from Swiss bank UBS and accountancy firm PwC. The plunge in the equity markets in February and March,...

Pension tax rise to deal with Covid debt?

Nov 2, 2020 | Newsletter

The government should consider raising the amount of tax retirees pay on their pension withdrawals to help pay off the UK’s Covid-19 debt, the Institute for Fiscal Studies has said. Appearing at a Treasury Committee hearing on tax after coronavirus on September 1,...