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Winter Issue Forty One
JM Finn Quaterly Periodical

At the end of the year, the scoreboard looks good and we are pleased with the performance of the funds but one year performance numbers tell only a fraction of the story and this is no time for…

JM Finn staff across the UK have raised over £1,000 for our charity partner First Love Foundation by walking, cycling and running over 800 miles

We are delighted to have been nominated for three prestigious awards at the annual City of London Wealth Management Awards 2021

With sensible planning it is possible to reduce the tax bill that you leave behind for your loved ones. Clare Julian looks at Inheritance Tax and suggests areas that investors should explore

JM Finn to relocate 250 staff to new home by the end of the year

As we endure yet another lockdown here in the UK, the outlook may appear rather bleak but the three main headwinds investors faced last year, namely the pandemic, the US election and Brexit are all…

JM Finn hires senior investment manager Bill Tibbits

Well, we made it to Epiphany, ending the strangest festive season I have ever experienced. Fortunately, the New Year got off to a good start for the Footsie, which was buoyed by the vaccine roll out.

Christmas week hardly got off to a promising start for our stock market, but a modest recovery saw much of the damage repaired, though sentiment remained fragile.

JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.

By the end of the Second World War Britain’s debt ratio to Gross Domestic Product (GDP) was 250%. By the end of the 1970s - 35 years later - the debt was down to below 40%.

They say that a week is a long time in politics. It is turning out to be a positive age in markets.

The UK currently faces two seismic events – Brexit and COVID-19. Whatever your views are on how successive governments have handled these events, it is apparent that both have had, and will continue…

National Savings & Investments, (NS&I) has for long been a favourite of UK savers wishing to see some return on their cash savings.