Client News
Keep up to date with Ernest Grant news and industry insights through our blog.
We only keep up to 6 months of newsletter content on our website to ensure the info within is as relevant as possible to our audience. If you would like to discuss any financial matter, please get in touch, we would love to speak with you
January 2026
Investment market update: December 2025
After a year filled with uncertainty and rising trade tensions, markets were calmer in December 2025. Find out what may have affected the performance of your portfolio at the end of the year. Market volatility eased in December 2025 Markets were downbeat at the start of the month. Most European markets were in the red…
How to be a successful investor: Defining what “success” means
Every investor wants to be successful. Over the next few months, you can read about ways to improve your investment strategy. Defining success against the performance of others can encourage a short-term mindset What “success” means when investing is different for everyone, and defining what it means for you is crucial. You might be tempted…
2 reasons to combine your financial plan with your partner’s
Love is in the air with Valentine’s Day just around the corner. Amid planning romantic gestures, thinking about combining your financial plan with your partner’s could be valuable. Talking about finances might seem too practical for a day that’s about celebrating love. Yet, it could support your relationship. Here are two reasons why you might…
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year, until 2031. Upcoming changes will also see unused pensions included in an estate for IHT purposes for the first time from April 2027. These measures could see estates facing a larger IHT liability, or coming…
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