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While the BoE and ECB focus primarily on getting inflation to their 2% target, the Fed faces a more complex task: pursing maximum employment and stable prices – a dual mandate that requires plenty of balancing and some trade-offs, particularly in turbulent times.

We are proud to publish the 2025 edition of our 360 report, which brings to life our sustainability commitments across the business.

For those with an Individual Retirement Account Roth conversions may be a powerful financial tool that may help you optimise your tax planning and secure long-term financial benefits. In this article, we will explore the rules, strategies, and considerations for the effective implementation of Roth conversions.

This week, we take a closer look at the second quarter earnings season, discuss what stood out, and what the potential outlook is for the rest of the year.

UK long-dated gilt yields have experienced a surge in recent weeks, with 30-year yields reaching 5.6% on 19 August, the highest among G7 countries and the highest since 1998. This week, we take a closer look at the drivers behind the move in UK government bond markets and what could help reverse it.

Gifting remains one of the most straightforward and effective ways for families to transfer wealth to the next generation. It can be remarkably efficient from a tax perspective and offer families real flexibility in how they shape their succession plans.

The goal of research is to provide suitable recommendations to those managing client portfolios. Although priority is given to investments on our approved lists and in our clients’ portfolios, the wider landscape is constantly scoured for potentially compelling investment ideas.

Where pensions were once IHT-efficient vehicles for wealth transfer, HMRC’s stated aim is to curb their use as a tax planning tool and restore their primary function as retirement savings. With these changes, pensions will largely be treated like other estate assets for IHT.

President Donald Trump’s chaotic rollout of tariffs has had an enormous impact across asset classes this year. But none have felt the impact as much as the dollar, which got off to its worst first half of the year in more than half a century.

Once a necessary part of life, adaptability, resilience and entrepreneurialism have fostered a culture of self-reliance and innovation in the Yorkshire Dales. Learn how sustainable investment in the region is bringing benefit to local communities and creating meaningful impact for future generations.