Financial News & Investment Views

Keep up to date with financial news and information

Latest financial & investment posts.

Governor Jerome Powell
20 June 2019

We think a rate cut is likely in July

The Federal Reserve (Fed) did not cut rates at its June meeting, but is moving in the direction of easier policy. We think an “insurance” rate cut is likely in July, so-called because it is a move designed to help…

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Woodford Equity Income Fund
11 June 2019

A lesson that Kent County Council should consider

The recent closure of the Neil Woodford Equity Income fund brings into focus the value of regular investment review. Neil Woodford is perhaps the UK best known fund manager. His reputation was built on many years of outperformance by his…

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chartered financial planner
19 April 2019

Why choose a Chartered Financial Planner?

People looking for professional financial advice on such important issues as Financial & Investment Advice, Retirement Planning or Estate Planning matters should seek an Independent Financial Adviser who has achieved Chartered Financial Planner status. A Chartered Financial Planner is someone…

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Spring Daffodils
9 April 2019

Happy New Tax Year!

Out with the old and in with the new is very appt when talking about annual allowances. The last few weeks have been very busy as clients seek to take up their full ISA and pension contributions for the 18/19…

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Estate Capital Financial Management
9 April 2019

Estate Capital launches new website

We are delighted to announce the launch of our new and updated Estate Capital Website. The website has been totally rebuilt and has a number of new sections and additional content. May we thank all of you who supported our…

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Foreign Secretary Philip Hammond
20 March 2019

Our portfolios are now fully invested

At the end of last year, we were concerned with the volatility in the markets with interest rate rises by the Federal Reserve, the trade dispute between Chins and the USA, the slowing of the Chinese economy, the uncertainty of…

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12 March 2019

The Residence Nil Rate Band – An Overview

The Residence Nil Rate Band (RNRB) could potentially save a client’s estate a lot of money in Inheritance Tax. The RNRB began on 6 April 2017. For deaths that occur after this date, estates can claim the RNRB in addition…

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