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27th November 2025
Autumn Budget 2025 – your summary
On 26 November 2025, the Chancellor delivered the latest Autumn Budget against a backdrop of ongoing economic pressure and speculation. While no headline rates of income…
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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.
13th November 2025
From one basket to four boxes… a strategy for your tax planning
‘Don’t put all your eggs in one basket’ is the proverbial wisdom originating from at least 1615.1 We’re familiar with the concept for our investments; spread…
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27th October 2025
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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22nd October 2025
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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21st October 2025
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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9th September 2025
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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1st September 2025
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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23rd July 2025
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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23rd July 2025
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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4th July 2025
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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