March showed a calm but resilient market, where dips are quickly bought despite uneven underlying performance, signalling strength at the index level but requiring selective stock picking.
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April 1st, 2026
This report highlights five carefully selected UK stocks for April 2026, offering a balanced mix of defensive strength, income potential, and long-term growth opportunities in the current market environment.
March 30th, 2026
The UK market looks strong on the surface, but beneath it, a clear divide is emerging between resilient global earners and pressured domestic sectors.
March 26th, 2026
Recent developments surrounding Iran have reintroduced a level of uncertainty into global markets that investors have not had to deal with for some time.
March 25th, 2026
A clear breakdown of how trusts can reduce inheritance tax, protect your estate, and give you control over how your wealth is passed on.
March 25th, 2026
After an extended period of rising interest rates, investors are now shifting focus from rate hikes to the timing and pace of potential cuts, and this is starting to reshape market behaviour.
March 24th, 2026
Dividend investing in 2026 is about quality, not yield, focusing on sustainable income backed by strong fundamentals.
March18th, 2026
Trusts are becoming essential as more estates fall into the inheritance tax net, offering a structured way to reduce tax, maintain control, and protect wealth across generations.
March 13th, 2026
The government doesn’t charge inheritance tax on the first death because they are waiting for the second. I’ve recorded a short video explaining a simple structural change many families use to protect their home and reduce the future tax for their children.
March 11th, 2026
From 6 April 2027, unused pension funds may be included in the value of your estate for inheritance tax purposes, meaning pension wealth could potentially face 40% IHT if your estate exceeds the tax thresholds
March 5th, 2026
Strategy 1 – gifting, a strategy that appears simple but is often misunderstood, particularly as BPR deadlines approach and pension reforms reshape the landscape.
March 3rd, 2026
February was about expectations adjusting back toward reality. The bigger picture remains intact. But the easy optimism phase appears to be behind us, at least for now.
March 1st, 2026
Markets entered March with a cautious but constructive tone as investors continue to balance improving inflation trends with ongoing geopolitical uncertainty and central bank policy decisions.
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