Category: Advice / Guide

Mortgage and Wealth Client Newsletters Q3 – 2022

Posted on by Jamie McQueen

Welcome to our latest Client Newsletters. These newsletters are designed to keep you informed about general updates.

Essentially Mortgages Q3 2022

Our quarterly newsletter. Highlights include:

  • Virtual property tours – here to stay?
  • Downsizer regrets – they’ve had a few!
  • A positive approach to mortgages for over 65’s

Download Essentially Mortgages

Essentially Wealth Q3 2022

Our quarterly newsletter. Highlights include:

  • Time to revisit your IHT strategy?
  • Sentiment and super trends
  • Divorce and your pension

Download Essentially Wealth

Residential Property Review & Commercial Property Review – May 2022

Posted on by Jamie McQueen

Welcome to the latest edition of the Residential Property Review & Commercial Property Review.

Residential Property Review – May 2022

Our monthly residential property review is intended to provide background to recent developments in property markets as well as to give an indication of how some key issues could impact in the future.

Read residential property review here

Commercial Property Review – May 2022

Our monthly commercial property review is intended to provide background to recent developments in commercial property markets as well as to give an indication of how some key issues could impact in the future.

Read commercial property review here

Mortgage and Wealth Client Newsletters Q2 – 2022

Posted on by Jamie McQueen

Welcome to our latest Client Newsletters. These newsletters are designed to keep you informed about general updates.

Essentially Mortgages Q2 2022

Our quarterly newsletter. Highlights include:

  • Your key protection needs
  • Are mortgages set to become more affordable?
  • Buy-to-let hotspots revealed

Download Essentially Mortgages

Essentially Wealth Q2 2022

Our quarterly newsletter. Highlights include:

  • Hello tax year 2022/23!
  • The different values of financial advice
  • Inheritance Tax – changes in reporting

Download Essentially Wealth

Residential Property Review & Commercial Property Review – April 2022

Posted on by Jamie McQueen

Welcome to the latest edition of the Residential Property Review & Commercial Property Review.

Residential Property Review – April 2022

Our monthly residential property review is intended to provide background to recent developments in property markets as well as to give an indication of how some key issues could impact in the future.

Read residential property review here

Commercial Property Review – April 2022

Our monthly commercial property review is intended to provide background to recent developments in commercial property markets as well as to give an indication of how some key issues could impact in the future.

Read commercial property review here

Residential Property Review & Commercial Property Review – March 2022

Posted on by Jamie McQueen

Welcome to the latest edition of the Residential Property Review & Commercial Property Review.

Residential Property Review – March 2022

Our monthly residential property review is intended to provide background to recent developments in property markets as well as to give an indication of how some key issues could impact in the future.

Read residential property review here

Commercial Property Review – March 2022

Our monthly commercial property review is intended to provide background to recent developments in commercial property markets as well as to give an indication of how some key issues could impact in the future.

Read commercial property review here

Residential Property Review & Commercial Property Review – February 2022

Posted on by Jamie McQueen

Welcome to the latest edition of the Residential Property Review & Commercial Property Review.

Residential Property Review – February 2022

Our monthly residential property review is intended to provide background to recent developments in property markets as well as to give an indication of how some key issues could impact in the future.
Read residential property review here

Read Residential Property  review here

Commercial Property Review – February 2022

Our monthly commercial property review is intended to provide background to recent developments in commercial property markets as well as to give an indication of how some key issues could impact in the future.

Read Commercial Property review here

Spring Budget Statement Summary 2022

Posted on by Jamie McQueen

Just before Christmas, the Chancellor asked the Office for Budget Responsibility (OBR) to produce an economic and fiscal forecast for 23 March. The timing and brief nature of the accompanying Treasury announcement reflected Mr Sunak’s wish to keep the Spring Statement a low-profile event.

This was not meant to be a March mini-Budget, despite what many headlines have suggested. Mr Sunak believes in the once-a-year approach to major tax and spending changes, unlike some of his predecessors. However, in both 2020 and 2021, the pandemic put paid to that aspiration.

2022 has already proved similarly disruptive to his singular Budget plans. Early in February, a little over three months after his Autumn Budget, Mr Sunak was back at the despatch box presenting proposals for £9 billion of spending in the form of council tax rebates and repayable loans to mitigate April’s 54% utility price cap rise. Seven weeks and the Ukrainian invasion later, the Chancellor was once again before Parliament, introducing new measures to cope with soaring energy prices.

Our summary newsletter includes a useful recap of the key changes that have been announced and passed into law as well as relevant facts and figures.

Download PDF – Spring Budget Statement Summary 2022

January 2022 – Economic Review

Posted on by Lynda Monetta

Our economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future.

It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual requirements. We hope you will find this review to be of interest.

Click here to view the January review

Mortgage and Wealth Client Newsletters Q1 – 2022

Posted on by Lynda Monetta

Welcome to our latest Client Newsletters. These newsletters are designed to keep you informed about general updates.

Essentially Mortgages Q1 2022

Our quarterly newsletter. Highlights include:

  • Don’t pay over the odds on your mortgage
  • Starting your protection journey in 2022
  • Financial decisions for co-habiting couples

Download Essentially Mortgages

Essentially Wealth Q1 2022

Our quarterly newsletter. Highlights include:

  • Goodbye greenwashing? Climate disclosures on the corporate agenda
  • Inflation-proof your savings
  • Talking crypto

Download Essentially Wealth

December 2021 – Economic Review

Posted on by Lynda Monetta

Our economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future.

It is not intended that individual investment decisions should be taken based on this information; we are always ready to discuss your individual requirements. We hope you will find this review to be of interest.

Click here to view the December review