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Insights

The latest updates and articles from Arbuthnot Latham

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29. Jun. 22

Meet the Team: Paul Clifton

As our Bristol office celebrates their five year anniversary, we speak with Paul Clifton, Senior Wealth Planner, who joined the team in 2020.
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16. Jun. 22

Arbuthnot Latham’s Bristol office sees strong growth as it celebrates its fifth anniversary

We are celebrating the fifth anniversary of our Bristol office, recording strong year-on-year business and client growth.
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09. Jun. 22

Covid, cars, and commuting – China’s zero covid policy has far reaching consequences

It has been a tumultuous year for global financial markets, not least in China. While the volatility in the US and Europe can be attributed to high inflation, the US Federal Reserve rapidly raising interest rates and the war in Ukraine, China’s issues are more localised.

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25. May. 22

Gifts and inheritance tax

Gifting can form a great part of your overall wealth planning strategy. By having the right plan in place and using the allowances and tax reliefs available, it is one way to maximise the inheritance you leave for your loved ones.

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25. May. 22

Raising financially fit kids

Money can be a tricky concept to explain. Raising children to understand the value of money, the benefits of spending, saving, investing and earning interest, and even borrowing, can seem like a daunting task. However, it’s (almost) never too young to start.

Investing during a pandemic graph
21. Mar. 22

Investor insights: The new trend of thematic investing

Thematic investing has experienced a surge in popularity and performance in the last two years.
Windsurfers navigating open water
15. Mar. 22

Eight common mistakes investors make

Investing can cause mixed emotions for even the most seasoned investors, but it can be easy to make a mistake when emotions are high, or you feel you are on a roll.
Two women having a meeting with their financial adviser
11. Mar. 22

How often should I review my investments?

Keeping track of your investments is important to ensure they continue to deliver as expected. But how often is too often?
Aerial view of Kiev in winter snow.
04. Mar. 22

Market Flash - 4th March 2022

Welcome to Market Flash – a communication designed to give you time-sensitive information regarding the material events that impact the markets.
Rachel Wyatt
10. Dec. 21

Meet a Wealth Planning expert: Rachel Wyatt

This year, our Manchester office celebrated its fifth anniversary, as well as reporting a record year of growth. We speak with Rachel Wyatt, Wealth Planner, who has joined the team.
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03. Dec. 21

Do you need a plan for a business exit?

Selling a company is very different to building and running a company, especially when it is one that you have spent most of your working life developing.

Woman arranging flowers in a vase
29. Jul. 21

Why everyone needs an estate plan

Are you confident in the plan you have in place in the event of your death? Estate planning helps ensure you can live the life you want now and protect your loved ones in the future.

Press Enquiries, Arbuthnot Banking Group:

Maitland:

Sam Cartwright

020 7379 4415 07827 254 561 scartwright@maitland.co.uk