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…
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…
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…
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…
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…
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,…
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…
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…
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…
18th November 2022
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…
8th November 2022
What can we do? Introducing the Holden & Partners’ Guide to Sustainable Investment
The climate change debate has had many pivotal moments, red alerts and lines in the sand but now, as COP27…
7th October 2022
The Holden & Partners’ investment team Q3 round up
With the mini budget, ensuing financial turmoil and subsequent U-turn dominating the headlines you would be forgiven for thinking all…
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