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22nd March 2023
Celebrating 20 years of bespoke financial and investment advice
Steven Pyne is Holden & Partners’ managing partner and one of the original founders back in 2003. We asked him to reflect on the 20 year…
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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.
16th March 2023
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)…
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8th March 2023
What is financial wellbeing and what does it mean to you?
In recent years, self-care has hit the mainstream. We are encouraged to take active steps to look after our physical and mental wellbeing. Conversations that were…
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27th February 2023
Your end of tax year to-do list
Are you ready for the end of the tax year on 5th April? We’re in the midst of near record inflation, a five-year freeze on most…
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25th January 2023
Investment themes for 2023
The UK economy beat expectations at the end of 2022, expanding 0.1%, with a boost from the World Cup’s unseasonal appearance in November and December. While…
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25th January 2023
The Compliance inbox for 2023
Much has already been written about 2022 – 4 Chancellors, 3 Prime Ministers, 2 Monarchs and 1 England World Cup disappointment (well, some things don’t change!)…
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20th December 2022
Farewell to 2022 from the Investment Team
This time last year we were looking ahead to 2022 with much optimism that COVID-19 and the havoc it wreaked, would start to fade into the…
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20th December 2022
Season’s Greetings from Holden & Partners
As 2022 draws to a close I wanted to take a moment to thank you for trusting Holden & Partners with your financial planning; from those…
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20th December 2022
Holden & Partners named Financial Advisor Team of the Year at prestigious STEP Awards
As 2022 draws to a close we were thrilled to pick up the Financial Advisor Team of the Year Award at the STEP Private Client Awards.…
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24th November 2022
‘Tis the season to be… on your guard against online scams
Is your inbox heaving with Black Friday offers? It seems that UK businesses have fully embraced the US retail tradition and everyone’s emails are awash with…
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