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Dafferns Wealth

Venture Capital Trusts

EIS and VCT – Use Them or Lose Them

As you will no doubt know, the current tax year ends on Monday April 5th. ‘Make the most of your pension and ISA allowances before the end of the tax year’ is a familiar refrain. One that is heard slightly less often – but which is no less relevant for some investors – is ‘make …

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Market Commentary

Market Commentary March 2021

Introduction Welcome to the March Market Commentary: as you will see below, February was a good month for world stock markets with virtually all the major markets moving in the right direction. It was also the month which saw the rollouts of various vaccines accelerate in many countries. As we write on the morning of …

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New Years Resolutions

4 Financial New Year’s Resolutions for 2021

The beginning of a new year is a great opportunity to get on top of some of the tasks you’ve been putting off for a while. For some people that means a good detox after a Christmas cake binge, picking up the exercise routine that didn’t quite make it out of last february, or committing …

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Raising Finance

4 Tips for raising finance equity

Raising investment is rarely easy, especially when you’re looking to raise significant sums in the current climate. You can, however, give yourself the best possible chance of attracting investors and ultimately convincing them that the opportunity you’re offering is right for them. Preparation is key, and there are steps that you can take to maximise …

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Financial Commentary

Market Commentary January 2021

Introduction 2020 has been a year like no other, and yet – as we will see below – the majority of world stock markets have enjoyed a good year. It was also a good year for Joe Biden, who defeated Donald Trump in November’s Presidential election, and for supporters of Brexit. Finally, some 4½ years …

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Financial Market

December Market Commentary

Introduction Is the end of November a time to celebrate? All the stock markets we cover in the Bulletin made significant gains in the month; the UK’s second national lockdown ends this week and, as we write, Christmas is a little over three weeks away. Or is the glass half-empty? We’re going to come out …

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Financial Market

Market Commentary November 2020

Introduction The end of October brought plenty of bad news for Western economies as scientists stood in front of graphs and talked of ‘inexorable rises’ and ‘exponential increases.’ Unsurprisingly, stock markets duly took note. We report on 12 major stock markets and only two, India and Hong Kong, were up in October, with all the …

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Financial Advice

The changing face of financial advice

This article discusses how financial advisers across the nation have adapted to continue to deliver a valuable service at a period of upheaval which hasn’t been seen since the Second World War. Covid-19 has completely changed the way financial planners deliver advice. At the drop of a hat, the industry had to embrace years’ worth …

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Dafferns Wealth
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