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Happy New Year!

2nd January 2019

Happy New Year!

A tough 2018 for global stockmarkets, and in particular significant volatility experienced in December, owing to concerns about Trump and Brexit. We know that clients dislike their investments going down and that this can cause worry. With platforms required to send out statements every three months, you are unlikely to be able to miss the impact on short-term volatility on the value of your portfolio. Read our updated guide to current market conditions for why in most cases it pays to do nothing, and the circumstances where action is needed.

In the UK all eyes turn to the 'meaningful vote' on 14 January 2019, which looks likely to be lost, and what might follow. However, planning must not be put off; there are 68 working days untill the end of the tax-year at the time of writing, so if your New Year resolution is to engage with your finances then now is the time to get in touch.

You can read our four latest commentaries here.

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