Welcome to the latetst edition of Your Wealth & Markets Update, showcasing insights from our Private Client team and our wealth management partners, Credo, on the tax, investment and planning trends shaping financial decisions today.
We explore why diversification remains key when investing in emerging opportunities such as Artificial Intelligence and SpaceX, the essential financial and tax planning steps to take after a sudden change in wealth, and why reviewing your estate plan ahead of the April 2027 pension and inheritance tax changes should be a priority.
Read the latest articles and industry updates
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Investing in Artificial Intelligence and SpaceX: Why diversification matters
AI investing and SpaceX are capturing attention, but diversification remains key. Discover how evidence-based investing supports long-term returns.
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What to do when wealth changes overnight: A guide to financial planning and tax strategy
Received an inheritance, business sale proceeds or other windfall? Discover how tax planning, wealth management and financial planning can help secure your future.
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Pensions and Inheritance Tax: Why now is the time to review your estate plan before April 2027
From April 2027, unused pension funds may be subject to Inheritance Tax. Learn how the pension IHT changes could affect your estate and retirement planning.
Important Notice
This marketing material has been prepared and issued in the United Kingdom by Credo Capital Limited (“Credo”). It is provided to you for discussion purposes only and does not constitute and should not be interpreted as either investment advice (including legal, tax or accounting advice) or a trading recommendation. This marketing material is not a solicitation to buy or sell any financial instruments or commodities, a recommendation to participate in a particular trading strategy or to invest into regulated or unregulated funds. The value of an investment can fall as well as rise and is not guaranteed, your capital may be at risk and you may not receive back your original investment in full.
PKF Littlejohn is not licensed to provide financial advice. Whilst Credo is independent from PKF Littlejohn, through a joint venture owned by PKF Littlejohn and Credo, PKF is entitled to a proportion of all fees arising from any advice given by Credo. If you have any questions about the relationship between Credo and PKF Littlejohn please contact your usual PKF Littlejohn contact or Stephen Kenny.
Credo Capital Limited is a company registered in England and Wales, Company No: 03681529, whose registered office is 8-12 York Gate, 100 Marylebone Road, London, NW1 5DX. Authorised and regulated by the Financial Conduct Authority (FRN:192204). © 2024. Credo Capital Limited. All rights reserved.
