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Charity Easter Challenge Round Up

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Not only did we complete the challenge, but we also smashed our fundraising target, and none of this would have been possible without You! As it stands we have raised a fantastic £6,807 (before gift aid) for Young Roots!! In addition to…
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Q1 2024 Investment Commentary

Welcome to our latest investment commentary. This edition will cover the first quarter of 2024 and the outlook for the remainder of the year. Q1 REFLECTIONS We are pleased to report that the rally which commenced towards the end of October…
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2024 Spring Budget

As I’m sure you have seen, the Chancellor announced his Spring Budget yesterday – given the current political situation, we don’t expect that this will be the final Budget of 2024 but right now, these are the highlights that could be relevant…
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Walking the Walk for Charity

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Further to our Charity of the Year announcement, we're thrilled to invite you to be part of something truly special - a charity walk that promises to make a meaningful impact in the lives of young refugees. In April the team is taking on the…
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End of Tax Year Planning

Tax Year Finale looms - don't miss the deadline! As the pages of the calendar flip ever closer to the 5th April we wanted to highlight all the main opportunities that will be lost when the curtain falls on 2023/24. With a potential change in…

Autumn Statement

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As you will have likely seen, Jeremy Hunt delivered his Autumn Statement in the Commons yesterday – it was short and relatively uneventful given the financial gossip that has been floating around for the last few weeks. Whilst there aren’t…
Autumn Leaves

DON'T MISS A TRICK (OR TREAT)!

Now that summer is behind us we thought we’d take this opportunity to share some thoughts with you and remind you of the important services that you can (and should) be taking advantage of. We are also very proud to announce that once again,…
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Q2 2023 Investment Commentary & Webinar

Welcome to our latest investment commentary covering the second quarter of 2023. We hope you and your family are well and that you are looking forward to the summer holidays. Before jumping into the meat of the commentary, we have included…
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Summer Newsletter

Welcome to our Summer 2023 Newsletter. We hope you are eagerly anticipating your holidays and enjoying the long-awaited warmer weather! We have been in touch a number of times this year with planning reminders, regulatory changes, and potential…
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Planning for the New Tax Year

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We’re now all settled into the New Tax year and the usual allowances have been re-set – with a few post Budget amendments. Before we remind you of those, there is one opportunity that is especially time-sensitive and could be very important…
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Our Funds in the Limelight

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We came across an interesting article earlier this week on Financial Express (FE Trustnet, one of the leading industry sources for data, news and research) – The 0.1%: The only six funds holding FE fundsinfo’s strongest ratings (you can…
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Q1 Market Insights Webinar with Special Guest

This quarter, Mo and Tommy were joined by special guest, Sanjay Rijhsinghani, CIO of LGT Wealth Management. Sanjay and LGT have a long-standing relationship with Carrington, as LGT host and administer our Discretionary Portfolios. We have worked…