SUCCESSION – Making a Plan

A trade war no one could afford to win  A client asked at the start of last week: “Will the US and China reach a trade agreement?” Our short but confident answer was: Yes. Longer answer: Because the maths, the money and the politics all say they must. And sure enough, the US and China…

All the latest market trends in a one-minute video. Contact us if you would like to discuss your financial goals and how to achieve them. Our team is always happy to give you a free initial consultation and assessment. Follow the link to see the video on our LinkedIn page: @Synergi Follow Synergi on Linked…

The UK economy grew by 0.5% in the three months post-Brexit, according to the Office for National Statistics (ONS). This growth was down from the 0.7% experienced in the previous quarter, but above analysts expectations of 0.3%. The services sector was largely responsible for the growth, rising by 0.8% whilst agriculture, manufacturing & production and…

Although markets are expected to remain volatile, experts identify three reasons for investors to be optimistic. Reason one: shipping costs, oil prices and house prices – all of which contributed to this year’s steep increase in inflation – have now begun to fall. This should help to reduce inflation in the months ahead. Energy support packages are likely to…

In addition to traditional pension schemes there are a variety of other investment options which can be used to provide income in retirement. Individual Savings Accounts (ISAs) Some people might use money they have in an ISA as a source of income in retirement.For example, there are cash ISAs, which you can save into and…