Please find below our Investment Market Update as at 26th May 2023.
New Monthly Planning Update
Our Monthly Planning Update focuses on Capital Gains Tax (CGT):
- Capital Gains Tax changes
- CGT property receipts soar
- CGT annual allowance is reducing
- What can be done to mitigate CGT?
And in our Weekly Update:
- UK inflation falls but…
- Momentum increases for global equities
- Markets wobble
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Please Note: This communication should not be read as giving specific advice regarding your personal circumstances. This would only be given following detailed assessment of your individual needs. The value of investments may fall as well as rise; you may get back less than invested. Past performance is not necessarily a guide to future returns.