Market Review – EBI Portfolio

Published on 12 December, 2025 by in Financial Planning

0

November Economic Background: Chancellor Rachel Reeves announced several measures to increase government revenue in Autumn budget, including freezing tax thresholds, cutting ISA allowances, and capping salary sacrifice. With the US government shutdown obscuring key economic data, investor caution rises ahead of the Federal Reserve’s upcoming rate decision. AI anxiety builds amid an accelerating wave of […]

email

Continue Reading

December Market Commentary

Published on 11 December, 2025 by in Financial Planning

0

Introduction The Autumn Statement on 26th November dominated UK headlines. In the US the longest government shutdown in history came to an end, and China will hope that the trade war ceasefire will start to show improving results in their end of year economic performance. UK After months of speculation, which the Chancellor and the […]

Continue Reading

0

The Government has announced in its 2025 Budget a key change to pension salary sacrifice arrangements that could alter how many workers save for retirement. Under the new rules the Government will cap National Insurance (NI) relief, on pension contributions made through salary sacrifice, at £2,000 per year from 2029 onwards. Any pension contributions made via salary […]

Continue Reading

0

The Government has announced a major change to the cash ISA allowance and other reforms to the ISA system alongside a hike in savings income tax rates. The changes bring major changes for UK savers contributing cash into the tax-free accounts, with potentially far-reaching consequences. Under the plans announced by the Chancellor, the annual tax-free […]

Continue Reading

0

Christmas is the season of giving and for many people also a moment to think about financial generosity. There are clear rules around inheritance tax (IHT) and gifting that shape how much you can give away during your lifetime without creating an unexpected tax bill for the beneficiaries of your estate. Understanding these rules can […]

Continue Reading