Welcome to the inaugural 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.
This issue examines the impact of elevated US market concentration and what you can do as an investor to better navigate market swings. The limits of forecasting in an unpredictable environment and how this impacts your investment strategy. And, practical approaches to inheritance tax and succession planning to ensure your future generations are supported. Each article is designed to help you navigate change with clarity and confidence.
Read the latest articles and industry updates
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US market concentration: Risks, diversification and what it means for investors
Explore US market concentration and its impact on risk and diversification for investors in today’s concentrated equity market.
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Can you predict markets? What 2025 and early 2026 reveal about forecasting
Uncover insights on whether you can predict markets. Learn how forecasts compare to actual outcomes in the financial landscape.
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US taxpayers living in the UK: Key tax issues you cannot afford to overlook
Navigate the complexities of taxes as US taxpayers living in the UK. Understand the implications and seek specialist advice.
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Inheritance Tax and succession planning: Funding education for future generations
Learn how inheritance tax and succession planning strategies, including discretionary trusts, can help families fund future education and protect wealth.
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.
