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Autumn Budget 2023

Autumn Budget Statement 2023 Despite the 110 separate measures proposed by Jeremy Hunt yesterday there were very few surprises amongst them. Tax The most headline grabbing is clearly the reduction from January 2024 in main rate Class 1 National Insurance from 12% to...

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Lee Gibson Starts At Oakworth

We are delighted to announce the latest addition to the advisory team at Oakworth. Lee Gibson joins us with a wealth of industry experience and will undoubtedly be a great asset going...

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Selling Direct Shares – Individual Tax Treatment

A guide to selling direct shares - tax implications The tax treatment in the UK generally falls under Capital Gains Tax (CGT). Here's a guide on the tax treatment of selling shares as an individual in the UK: 1. Capital Gains Tax (CGT): Capital Gains Tax is a tax on...

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Building a Diversified Investment Portfolio: A Guide

Investing is a smart way to grow your wealth over time, but it's important to do so wisely. One key strategy is to create a diversified investment portfolio. This means spreading your investments across different types of assets to reduce risk and enhance potential...

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Why Prices Are Still Rising Even as Inflation Slows Down

Understanding the world of economics can sometimes feel like piecing together a puzzle, especially when it comes to concepts like inflation and the cost of living. While it's commonly believed that falling inflation should lead to lower prices, a curious situation has...

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Monthly Market Review – July 2023

The underlying tone in global financial markets continued to improve as they began the new quarter on a positive note. The US dominated headlines once again, with the technology giants driving the equity gains, although Japan’s Nikkei paused for breath after hitting...

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Monthly Market Review – June 2023

Global equity markets ground out positive returns in June, led by the US, and most notably technology giant NVIDIA. However, how far monetary tightening will go is still a key factor for markets. Bonds, especially US treasuries, weakened on statements made at the...

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Monthly Market Review – May 2023

Global financial markets in May were mostly directionless. The S&P 500 and Nikkei were the notable positives, with the latter reaching a 33-year high, but other equity regions were flat to slightly negative. UK equities gave up the gains they made in April by...

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Monthly Market Review – April 2023

Investor sentiment stabilised in April after the jitters around the financial sector in March and data pointing to resilient economies helped developed market equities deliver positive returns, although emerging markets and Asia saw moderate declines. Fixed income...

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Monthly Market Review – March 2023

Global equities and bonds were moderately positive in March, which also marked the end of a second quarter of recovery in global markets. March will still be remembered though as the month in which some regional US banks, most notably Silicon Valley Bank, convulsed in...

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