Some of the biggest impacts on your finances don’t happen on Budget Day itself.
Changes to tax thresholds, pensions and savings rules can continue to influence financial planning for years after they’re announced. That’s why focusing on long-term goals, regular reviews and a clear financial plan can be more valuable than reacting to headlines.
As the Autumn Budget approaches, it’s worth understanding not just what’s announced, but what it could mean for your savings, investments and future plans over time.
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ISA eligibility and tax rules apply. You should ensure your contribution does not result in your total ISA contribution within the tax year exceeding £20,000. Pension eligibility and tax rules apply. True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No. OC356611.
Kevin Kidney, Head of Investments, discusses the upcoming inflation and employment figures from the UK, with expectations that the data may lead the Bank of England to being raising interest rates in November.
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#Investing #UKEconomy #Inflation #InterestRates #BankOfEngland
Kevin Kidney, Head of Investments, and Harry Southren, Investment Analyst, discuss inflation pressures on both the consumer and industry, after the recent release of US inflation data, as well as a reflection on bank earnings in both the US and UK.
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#Inflation #InterestRates #USEconomy #UKEconomy #Investing
Harry Southren, Investment Analyst, discusses the resilience of equity markets, developments in bond markets, as well as a look ahead to upcoming inflation data and company earnings announcements.
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#Investing #EquityMarket #BondMarket #Inflation #CorporateEarnings
George Bell and Paul Durrans, Investment Directors, discuss what is driving the moves in bond markets, and how the economic backdrop plays in to why this is occurring, as well as a look into the recent stabilisation of inflation expectations and the political climate affecting the French bond market.
#Investing #BondMarket #Inflation #OilPrices #InterestRates
Autumn can bring plenty of financial headlines, but the most important thing is staying focused on what you can control.
With the Budget approaching, interest rates still under the spotlight and household costs remaining a key consideration, now could be a good time to review your finances and make sure your plans still reflect your goals.
While economic events can influence markets in the short term, making decisions based on speculation can often do more harm than good. A long-term approach and regular financial reviews can help you stay on track through changing conditions.
Read more via the link in comments.
ISA eligibility and tax rules apply. You should ensure your contribution does not result in your total ISA contribution within the tax year exceeding £20,000. Pension eligibility and tax rules apply. True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No. OC356611.
Kevin Kidney, Head of Investments, discusses the strong growth backdrop in the US, underpinned by strong AI earnings, and the effect this is having on bond markets.
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#Investing #Equities #AI #BondMarket #USEconomy
George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss the impact of US inflation on interest rate expectations, the health of the UK economy, and US corporate earnings, with a particular focus on AI companies.
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#Investing #InterestRates #Inflation #CorporateEarnings #AI
We're incredibly proud to announce that True Potential has been named Best Use of Tech at the Investment Life & Pension Moneyfacts Awards.
This award recognises our ongoing investment in technology that helps financial advisers deliver a more efficient, connected, and engaging experience for their clients.
Innovation has always been at the heart of what we do, and this achievement reflects the hard work and dedication of colleagues across the business.
A huge thank you to our colleagues, advisers, and clients for being part of our success story.
#TruePotential #Fintech #WealthManagement #MoneyfactsAwards #BestUseOfTech
Amanda Whitecross, Investment Director, discusses the continuing volatility seen in bond markets, as well as the upcoming US Non-farm payrolls data, which will be critical in the Federal Reserve’s potential interest rate decision in October.
#Investing #CorporateEarnings #FederalReserve #Inflation #BondMarket
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss an apparent upswing in US growth, as well as inflationary pressures which have validated the Federal Reserve’s interest rate hike decision. They also discuss why these conditions have been good for equity markets which are near all-time highs.
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#Investing #Inflation #InterestRates #EquityMarket #FederalReserve
Kevin Kidney, Head of Investments, reflects on the rise in bond yields, as well as rising inflation and interest rates, against the backdrop of global equities and a strong outlook on global earnings.
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#Investing #Inflation #InterestRates #BondMarket #EquityMarket



