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31st October 2024
Autumn Budget 2024 – your summary
After weeks of speculation Chancellor, Rachel Reeves, unveiled the first Labour budget in 14 years. Read our summary to find out what it means for you…
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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.
17th October 2024
Q3 Global Market Insights from the Holden & Partners Investment Team
Introduction: In our latest market commentary, we review the significant trends and events that shaped the global financial landscape over the last quarter. UK: UK equities…
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16th October 2024
Interest rates take a step down
Source: Bank of England As the Bank of England cut interest rates for the first time in over four years, what are the implications for your…
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11th October 2024
Trusts explained: understanding key responsibilities and obligations for trustees
James Mabey, Partner, Winckworth Sherwood In the world of financial planning, trusts are a powerful tool that offer significant benefits in managing and protecting wealth. By…
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26th September 2024
Steady hands, not knee-jerk reactions; navigating the October Budget
As we approach the first Labour budget in 14 years, the anticipation and speculation around potential fiscal changes have reached fever pitch. With Chancellor Rachel Reeves…
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1st August 2024
The new sustainability disclosure requirements – Q&A
The new sustainability disclosure requirements – Q&A The Financial Conduct Authority has recently introduced an anti-greenwashing rule alongside new Sustainability Disclosure Requirements (SDR) in the UK,…
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1st August 2024
Q2 Global Market Insights from the Holden & Partners Investment Team
Introduction Welcome to our quarterly market analysis, where we delve into the performance and significant events across various regions and asset classes. In this blog, we…
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30th July 2024
The Green Economy in a new political era
Labour’s landslide victory brings a clear mandate for change as they face widespread social and economic challenges, such as the state of the NHS and the…
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9th July 2024
Turning the page to new Labour government
After 14 years of Conservative rule, Labour has taken the reins under Keir Starmer with a massive majority as the electoral map shifted from blue to…
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30th May 2024
An update on the Financial Conduct Authority Sustainability Disclosure Requirements and Anti-greenwashing rules
Holden & Partners was formed over 20 years ago. Since our inception, we have placed an ethical and sustainable focus at the heart of our client…
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