The Holden & Partners 2023 investment team round up

We are already well into the new year, here Paul Dennis and the investment team round off 2023 and look at our jumping off point for 2024. Scroll down for the full article. Interest Rates, Inflation & Fixed Income Inflation eased in major economies due to factors like lower energy prices and normalised supply chains. The Federal Reserve’s dovish stance …

Back to school: lessons in planning for school fees

With a new academic year about to get underway it’s a good time to think about school fees and how best to plan for them if you are choosing to send your children to a fee-paying school. Planning for school fees In the UK, more than one in 20 school children are privately educated,1 with the Independent School Council (ISC) …

Earth day 2023

“Investing in a green economy is the only path to a healthy, prosperous, and equitable future.” 1 It’s a powerful statement for Earth Day 2023, accompanying the theme of ‘Invest in our planet’. But what does it really mean? As experts in sustainable investment, the key driving force at Holden & Partners is to invest in our planet. So we’ll …

What does the Budget mean for you? – 15 March 2023

Budget Highlights The lifetime allowance (LTA) for pensions has effectively been abolished from 2023/24. A new monetary limit for the tax-free pension commencement lump sum (PCLS) will be introduced for 2023/24 of £268,275 (equivalent to 25% of the current standard LTA). The annual allowance for pensions will be increased by 50% to a maximum of £60,000 from 2023/24 and the …

Autumn Statement – 17 November 2022

HIGHLIGHTS The main income tax allowances and thresholds, the main national insurance thresholds plus the inheritance tax nil rate bands will stay at their current levels for an extra two years to April 2028. The threshold for the 45% additional rate of income tax will reduce from £150,000 to £125,140 from April 2023. The dividend allowance will reduce from £2,000 …

What the mini budget means for you

INTRODUCTION Kwasi Kwarteng’s first set piece as Chancellor of the Exchequer was never going to be easy, even before the 0.5% increase in interest rates the day before. The new Prime Minister Liz Truss revealed much of what we might expect before Mr Kwarteng spoke a word, so we already knew that there would be: a two-year £2,500 Energy Price …

Take a look inside our Impact Report

Every year we produce an Impact Report as part of our commitment as a B Corp company, it is a great way of making sure that we are making progress on our mission to act for people and planet in the way we run our business. Our report is here for you to take a look at, but let’s take …

Register now for our sustainable investment webinar

At Holden & Partners we have always believed that we can work in a way that benefits both our clients and the world around us. As a passionate B Corp company, we are committed to being a force for good and that ethos has never seemed more important to us than in such alarming times. Join us on Thursday 19th …

Financial analysis of the third quarter, 2021

Here is a look at sustainability news and the global situation at the close of the third quarter, by the Investment Team. A quick summary: As COP26 closes, it’s a chance to reflect on sustainability news from the last quarter, with a “code red for humanity” and the sale of the UK’s first sovereign ‘green gilt’. In the UK, soaring …

Our latest financial planning update: It’s not too early

Download Holden & Partners’ latest guide where our experts outline the value of having an up to date will, as well as the importance of the often overlooked ‘lasting power of attorney.’ It’s one of those truisms of life, that by the time you need a will, it’s too late to write one! We all know that we should have …

Our latest investment update: a review of 2020

‘Unprecedented’ was, without question, the most overused word of 2020. In this review of the past year, we will endeavour to unpack a few of the key points, without writing something that rivals ‘War and Peace’ in length. Soon after the identification of a novel coronavirus in early January, COVID-19 spread from Wuhan, China, across to Europe and the rest …

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