Archives: Insights

James Baxter Market Update

An article in the FT last week ‘Wall Street’s anything-but-tech trade shakes up US stock...

Trusts vs Alternative Solutions for Inheritance Tax Planning

Learn more about Offshore Bonds Inheritance Tax (IHT) remains one of the most significant drains...

James Baxter Market Update
Jamie Dimon, chairman and CEO of JP Morgan and he of the “where there is...
James Baxter Market Update

There was a sense of ‘deja vu’ this month as Donald Trump reached for tariffs...

Geopolitical analysis

Geopolitics 19 January Greenland – a completely unnecessary argument with significant consequences for the world....

Tax Year End Tax Rule

With just under 3 months until tax year end, it’s a good time to review...

James Baxter Market Update

We hope you all had a great Christmas and New Year, and welcome to 2026!...

If you’re considering working with a wealth manager, congratulations! You’ve taken the first crucial step...

Geopolitical analysis

After an eventful 2025, 2026 promises to be as challenging and as unpredictable as was...

James Baxter Market Update

US tech company Oracle Inc. is in the news today for all the wrong reasons....