Insights and Knowledge - Coleridge CapitalColeridge Capital

Financial Planning in your 50s: A Crucial Decade

16 November 2023 3 min read

As we approach the end of the year, taxpayers should begin assessing their tax obligations. By understanding your tax obligations...

Early Gifting of part of your Inheritance

5 October 2023 3 min read

If you were to gift part of your inheritance early to a family member what concerns might you have?

Getting Retirement Ready

6 July 2023 2 min read

Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial...

Guide to Wealth Succession: Pensions of Significant Value

10 May 2023 3 min read

he Budget in March brought some welcome but unexpected changes to pension tax, the most significant of which was the...

Guide to Wealth Succession

16 March 2023 3 min read

One of the most interesting announcements for our clients included the abolishing of the Lifetime Allowance on tax-free pension contributions...

Guide to Wealth Succession: Making the Right Preparations for Future Generations

6 March 2023 3 min read

In this issue, financial planning can be an uncomfortable conversation for many, but thankfully attitudes towards talking about money are...

Guide to Revisiting your Financial Plan in 2023

9 January 2023 2 min read

Here's our useful guide to revisiting your financial plan in 2023.

2022 Investment Summary

28 December 2022 3 min read

We have put together some interesting numbers and reflections on 2022 which has been a roller coaster year!

Autumn Budget 2022

18 November 2022 2 min read

Analysis of the Key Tax Changes. Outlining the Practical Implications For You, Your Family And Business.

UK Inflation and Interest Rate Expectations

4 November 2022 3 min read

We are often asked about Interest rate expectations given that many of our clients have mortgages...

Coleridge Capital Model Portfolio Service

20 October 2022 3 min read

We have formed an Investment Committee and Model Portfolio Service with M&G for the benefit of our clients...

The Devaluation of Cash

2 October 2022 3 min read

10 years from Dec 2009 UK Retail Price Index rose +33.9% compared to the return on cash of +5.1%

The not so mini budget

26 September 2022 3 min read

Kwasi Kwarteng definitely hit the ground running with the largest tax cuts in a Budget since Anthony Barber 50 years...

Putting Life on Hold

13 September 2022 3 min read

In this issue we cover a number of matters – including how to navigate the higher rate tax freeze, why...

Market Insights: Staying the Course

8 September 2022 3 min read

Market Outlook for 2025