Q4 2024

Welcome to our autumn newsletter. Twenty four hours after the Government’s much anticipated Budget, we include the reflections of our CEO, Nick Coghill, on the impact of the changes and we also provide you with a comprehensive summary of the measures that Rachel Reeves announced. Looking at the wider picture, we consider the impact of compound interest on mortgage payments, examine the latest in behavioural economics and explore a niche tax planning opportunity. For our younger audience, there are additions to the Money Wellbeing video series and hints and tips to help students to save money.

We will be providing more detailed analysis of the Budget and focusing on the individual elements of the Chancellor’s rule changes over the coming weeks. If there is a particular topic that you would like us to cover,  please contact our Client Experience Manager, Tracy Coghill (tracy.coghill@city-asset.co.uk). Please also look out for a video from our CIO, James Calder, with his views on global economies and markets post the US election results.

While there is no substitute for one-to-one advice, we hope the news and insights we have selected to share with you are useful and help you to consider your financial plans. If you have any questions, please contact us by emailing fpteam@city-asset.co.uk.