Financial planning guides

Is the gloomy outlook for the economy is justified? Will the Chancellor reverse any of the measures from the Budget? What is the outlook is for the US and Europe amidst a changing political landscape? To find out, our Head of Investments, William Morris, CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics.

With the Autumn Budget approaching, will taxes rise and how will this affect the economy? Capital Economics' Paul Dales catches up with William Morris, our Head of Investments, in our latest quarterly update.

With the UK’s general election still fresh in the memory and a new Labour government settling in, how might the changes in Westminster affect the outlook for the economy? To find out, our Head of Investments, William Morris, CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics.

It seems that spring has sprung for the UK economy – we may well have already put recession behind us. What does this bode for interest rates? And what about the rest of the world? In their latest 15-minute update, William Morris CFA, our Head of Investments, and Paul Dales, Chief UK Economist at Capital Economics, discuss.

As one of the last set piece opportunities to convince the electorate that his party will make them better off, tax cuts were widely anticipated in Jeremy Hunt's second Budget, and, to some degree, delivered. Shortly after the announcements our Senior Tax Adviser, Clare Munro, got together with RSM to review the actual measures and discuss the impact.

As the anxieties that made the headlines in 2023 fade away, our own Global Tracker Portfolios performed strongly – while others’ excess of caution proved costly. In his latest video, our Head of Investments, William Morris CFA, gives us a succinct review of 2023 – a year dominated by changing views on AI, interest rates and inflation.

With 2024 well underway, William Morris, Head of Investments at Weatherbys Private Bank, sits down with Paul Dales, Chief UK Economist at Capital Economics, to discuss the outlook for inflation and interest rates in the months ahead.

Following the Bank of England’s surprise decision to leave interest rates unchanged at 5.25%, coupled with inflation beginning to subside, are we starting to see a brighter outlook to the UK’s economic prospects? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.

Listening to the news, it appears to be filled with gloomy forecasts for the UK's economic prospects. In the past, such forecasts have often been overly pessimistic – might the same be true today? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.

If you listen to the news at the moment, it certainly appears to be filled with gloomy forecasts for the UK's economic prospects. But, such forecasts have often been overly pessimistic in the past – might the same be true today? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.

There was no shortage of advance speculation about the contents of Jeremy Hunt’s first Budget, with pensions and childcare the leading contenders. Shortly after the Budget announcements our Senior Tax Adviser, Clare Munro, got together with tax experts from RSM to review the actual measures and discuss the impact.

William Morris CFA, Head of Investments at Weatherbys Private Bank, and Paul Dales, Chief UK Economist at Capital Economics, try to tease out the market prices and forecasts in which the consensus view might be mistaken, and discuss several key topics.