Week 3 of our blog series continues, and this week the focus is on Capital Gains Tax (CGT) – perhaps one of the more confused and therefore ignored taxes. Here are some good practice tips to keep your CGT liability lower. READ ON.
Part 2 of our blog series continues, and this week we’re covering the next target of tax changes, ISAs. READ ON.
Read the first blog in our mini-series. Here we delve into the looming changes approaching in the new tax year, and in particular the Inheritance Tax that pensions will become liable too. An important read to get you prepared before April 2027. READ ON.
Since our last commentary in March, most major markets have continued to climb through geopolitical tension, war, massive overvaluation in the US, and the biggest oil shock ever recorded. READ ON
Since our last commentary in December, financial markets have continued to navigate extraordinary complexity — a new war, an accelerating AI revolution, and the slow but unmistakeable unravelling of a 40-year era of US economic dominance. We have been here before in the broad historical sense, but not in our lifetimes, which is why Since our last commentary in December, financial markets have continued to navigate extraordinary complexity — a new war, an accelerating AI revolution, and the slow but unmistakeable unravelling of a 40-year era of US economic dominance. We have been here before in the broad historical sense, but not in our lifetimes, which is why. READ ON
In recent months there has been steady progress in financial markets, and a calm not matched in politics. The welcome gains outside the US, including the UK, arise from global investors seeking opportunities beyond the American bubble, which had dominated in so many prior years. This bodes well for 2026. Not surprisingly, it is Trump that could yet upset this outlook as he is in a bind, as we explain. READ ON
From the looming Budget predictions, to gifting out of surplus income, our latest client newsletter is worth a read. Click to read more from the Dennehy Wealth team.
There is a new approach to investing, and it is catching on. ABA. The result is that a number of the opportunities highlighted in recent years are making steady progress….
I last wrote about scams 6 years ago, and in that time the size, speed and sophistication in which scams have evolved has been prolific. READ ON
The last quarter began with sharp falls in financial markets then bounced back to around where they started, some a bit less, some a bit more. The message from this appears to be one of a lack of direction, even tedium. Yet such a conclusion misses the extremes in volatility. We also explore the emerging opportunities (yes, including the UK!) and two big constants in financial markets, and how they guide us today. Read On.
Register now to receive our regular analysis and tips by simply filling in your details below and we’ll also send you a complimentary copy of our acclaimed TopFunds Guide (worth £50).