News

Stay informed with the latest financial news and views from Holden & Partners.

Bookmark this page for updates on financial markets, changes in regulation, and current affairs that may impact your investments or financial plans.

We also explain complex financial concepts clearly and accessibly to help you make informed decisions. Whether it’s a shift in tax rules, global economic developments, or sustainable investing trends, our expert team provides timely commentary and practical guidance to keep you one step ahead.



Staying the course during market volatility

Staying the course during market volatility

Keeping perspective in uncertain times Recent headlines have focused on the possibility of a market downturn, and it’s understandable that such reports can feel unsettling. Periods…

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Giving with purpose: how advice can make your philanthropy go further

Giving with purpose: how advice can make your philanthropy go further

If you are planning to make a charitable contribution, either during your lifetime or through your legacy, seek advice from a financial adviser to ensure it…

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Holden & Partners Q3 2025 Market Commentary: Global Economic and Investment Update

Holden & Partners Q3 2025 Market Commentary: Global Economic and Investment Update

After a strong start to the year, global markets continued to deliver positive returns in the third quarter of 2025, with many indices reaching new highs.…

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Holden & Partners’ Impact Report 2025: Investing Sustainably, Acting Responsibly

Holden & Partners’ Impact Report 2025: Investing Sustainably, Acting Responsibly

At Holden & Partners, we’re proud to be a certified B Corp financial advice firm. Our latest Impact Report 2025 highlights how we’re continuing to invest…

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Archive


Planning for university costs

Planning for university costs

How to fund university for your children A-level results are in, and the aisles of IKEA are full of soon-to-be university students getting kitted out with…

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Q2 in Review: your update from the Investment Team

Q2 in Review: your update from the Investment Team

Introduction Geopolitical disruption, economic policy shifts, and cautious optimism across global markets shaped the second quarter of 2025. From Trump’s ‘Liberation Day’ tariffs to the positive…

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Inheritance tax and wills

Inheritance tax and wills

As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes,”1 so it pays to plan for both.…

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Raising the bar – how is B Corp changing?

Raising the bar – how is B Corp changing?

We look at the evolution of the B Corp certification in response to criticism and rapidly changing global challenges. “We’ve always been committed to providing well…

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Prenup and Postnuptial Agreements – Are they essential to Financial Planning?

Prenup and Postnuptial Agreements – Are they essential to Financial Planning?

Jane Keir, Partner at Kingsley Napley Pre and post nups Prenups are often used as a plot device causing conflict and tension in TV dramas –…

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Business Property Relief (BPR) – How does it fit into your Financial Plan?

Business Property Relief (BPR) – How does it fit into your Financial Plan?

Business Relief – it’s growing in popularity, but how might it help you? Following changes announced in the Autumn 2024 Budget, we’ve noticed an upsurge of…

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