Autumn Statement 2023 Recap Last Wednesday saw the release of the 2023 Autumn statement. Announcements have been made which will impact individuals like you on a more personal level, as well as the country on a macroeconomic level. I’m sure you will have seen this publicised already,...
Venture Capital Trusts (VCTs) are investment companies which typically invest in unquoted trading companies, and are listed on regulated markets such as the London Stock Exchange. VCTs were launched in 1995 as vehicles to encourage UK taxpayers to invest in smaller, higher-risk UK unlisted companies which...
There has been little change in the global markets since our last update in June. August and September did see equity markets fall overall but this is a usual occurrence – when looking at performance data over a number of years, short term adjustments in...
Capital gains tax (CGT) is becoming an increasing concern for domestic investors as the government looks to shore up public finances in an economically difficult post covid era. Here at Fairey Associates, we have tools available to help manage and mitigate potential CGT liabilities for...
2023 – update on the markets so far Six months into 2023 and market volatility still seems very much the order of the day; but what has caused this market concern and are there signs of this abating? Stubbornly high inflation is still causing headaches for the...
Consumer Duty – what is it and how will it affect you? By now, you may have been contacted by your bank or building society, or seen in the press about Consumer Duty. This mailer provides a summary of what it is, who it applies to...
2023 Q1 – Events so far As expected, the first quarter of 2023 has seen further interest rate increases globally and inflation is still higher than targeted in developed economies. Outlooks are generally expecting volatility in equity markets but fixed income holdings are continuing to provide...
On the 15th March 2023 the Chancellor Jeremy Hunt delivered the budget and there were some surprise announcements. We have included a number of these below in case you missed them. How might some of the new proposals impact you? These are general takeaways, if you have...
2022 – the year investors want to forget Overall 2022 had been one of the worst periods on record for investors with many asset classes in the red and the typical asset class correlations breaking down (2022 was one of only three years in the past...