March 2024 | Monthly update Omnis Managed Portfolio Service

Market-moving events      

US stock markets reach all-time highs. Strong company earnings results, particularly in the technology sector, and better-than-expected economic data propelled US equities to record highs in February. Solid manufacturing, labour and housing data helped to fuel investor confidence over the prospects of a soft landing, where recession is avoided.

UK equ...

What is a Lasting Power of Attorney (LPA) and do I need one?

A Lasting Power of Attorney (LPA) is a legal document that allows you to appoint one or more people to make decisions on your behalf during your lifetime. The people you appoint to manage your affairs are called the attorneys. An LPA is a completely separate legal document to your will although many people put them in place at the same time as getting their will written, as part of planning for their future.

What does a Lasting Power of Attorney (LPA) cover?

There are two typ...

Do you keep meaning to sort out your will? We can help you. 

Life is busy, we get it. But is anything more important than being in control of your future? Recent research* suggests that only 44% of UK adults have made a will, which means that you’re far from alone if you haven’t yet got around to completing what, for some, appears to be a daunting task.

It’s always worth bearing in mind that if you die without a will, the law decides who inherits everything you own (your assets) according to certain criteria called ‘intestacy rules’. So y...

Maximise your tax annual allowances. Don’t miss the deadline on April 5th. We can help. Get in touch.  HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen

Maximise your tax annual allowances, make the most of your ISA.

Don’t miss the deadline on April 5th. We can help. Get in touch.  HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. An ISA is a medium to long term investment, which aims to increase the value of the money you invest for growth or income or both. The value of your investments and any income from them can fall as well as rise. You may not get back the amount you invested.