Preparing for the Tax Year End: A Simple Guide
It is always important to check that your personal affairs, family and business affairs and your long-term financial plans are arranged as tax efficiently as possible, and the tax year end is the best time do this. As the financial year comes to an end, it's crucial to stay informed about changes in the [...]
Spring Budget 2024
On the 6 March 2024 the Chancellor Jeremy Hunt delivered his Spring Budget, which is likely to be the last budget before the next General Election. The budget delivered both tax cuts and some tax rises as the Government set out that its election strategy would be focused on fiscal responsibility. Key Points The [...]
Quarter 4 2023 Market Commentary
As we approach the 2023/2024 tax year end, our Adviser Chis Wheeler looks back at the performance of the markets at the end of 2023 and outlines what we can expect throughout 2024. Will the positive signals regarding falling inflation result in interest rate cuts from the Central Banks? A Strong Quarter: Q4 2023 [...]
Reflecting on a Lifetime: Lessons from Mike’s Journey into Retirement
After a rewarding 35-year career in financial advising, culminating in his role as chairman of MPA Financial Management, Mike took a significant leap five years ago. Moving from the hustle of the financial world to the serene pace of retirement, he transitioned from being a "poacher" to a "gamekeeper." Now, with half a century [...]
The Magnificent Seven and the Rest of the Motley Crew – A Review of 2023
I had high hopes for 2023 in investment markets at the start of the year but that quickly subsided when inflation kept going up and so did interest rates, and both of these factors have a massive impact on investment portfolios. Below is a chart of the rise in interest rates during the year [...]
MPA attend PMX Young Adviser Roundtable Event
On November 29th 2023, members of the MPA team, Joe McGovern, Ellie Pemberton, Jenny Hall, Aman Matharu, and Timon White convened at the PMX Young Adviser Roundtable meeting in London. The focus of the discussions centred on the financial challenges faced by today's youth, addressing issues such as: According to a Progeny Survey, 41% [...]
Ann Baguley to present at Foundations Care Home on 17th January 2024
In a bid to empower individuals and families with essential knowledge about care planning and legal preparedness, Ann Baguley will be presenting at the Foundations Care Home located at 1355 Stratford Road, Shirley, B90 4EF on Wednesday, 17th January 2024, starting at 4 pm. This informative session aims to shed light on crucial aspects [...]
Double Diploma Success for Aman and Timon
MPA’s ethos is to Inspire, Educate and Inform, so our team never stops learning to deliver the best for our clients. That’s why we’re so proud of our latest learners achievements, with Aman Matharu and Timon White collecting their CII Level 4 Diplomas in Regulated Financial Planning in November. The Diploma comprises six [...]
Q4 2023 Market Commentary
In the UK, October brought noteworthy news with lower-than-anticipated inflation data. Headline Consumer Price Index (CPI) dropped to 4.6%, down from the previous month's 6.7%, surpassing expectations of 4.8%. Concurrently, core inflation decreased from 6.1% to 5.7%, slightly below anticipated levels. This was a similar trend to grocery inflation, as Kantar reported that it [...]