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

June 2024

The New Era of Pension Allowances: Understanding the End of the Lifetime Allowance

The recent abolition of the Lifetime Allowance (LTA) for pensions marks a significant shift in retirement planning and wealth management in the UK. This move, set to reshape how individuals approach their pension savings, ushers in new rules and opportunities for affluent investors. As we delve into this new landscape, it’s crucial to understand both…

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Using Your Gift Aid Tax Incentive

Gift Aid presents a beneficial tax incentive for UK taxpayers who donate to registered charities or community amateur sports clubs (CASC) within the UK, but surprisingly few people use it. Here’s how it works: when a taxpayer donates, the government adds 25% on top of the donation, which is equivalent to the 20% basic rate…

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June Market Commentary

The global financial markets continue to grapple with a complex mix of geopolitical tensions, inflationary pressures, and evolving central bank policies. The past year has seen significant shifts in market dynamics, with varying impacts across different regions. This commentary provides an overview of the key factors influencing financial markets in the UK, Europe, the United…

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Why you should get to grips with your finances

We’re all busy people and our spare time is very precious to us. So it’s no surprise that many of us are neglecting vital life admin and instead spending time on – how shall we put it? – less important pursuits. According to research by Moneybox, UK adults spend an average of 48 minutes a…

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