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As an increasing number of estates become liable for inheritance tax, discounted gift trusts are coming into the spotlight as a possible route for IHT mitigation.
The initial boost to markets following Trump’s inauguration has been replaced by sharp declines in the S&P 500, writes Andrew Mann.
Reviewing “The Coming Wave” using Artificial Intelligence (AI) lingers in the mind, the tools nowadays are powerful enough to blur the lines between the human and the artificial. The book paints a…
JM Finn’s Andrew Mann discusses the importance of maintaining stable bond markets.
JM Finn is proud to announce success at the 2025 City of London Wealth Management Awards. The Charity Investment team has won Best Charity Investment Service after taking the award in 2020, 2021,…
Join Jon Cunliffe and James Godrich for their monthly video commentary on global economic affairs and the investment strategy for the JM Finn Investment Management Service portfolios.
Extensive US trade tariffs likely to create short-term global market volatility and a preference for defensive assets such as gold and government bonds, writes Jon Cunliffe, Head of Investment…
Strong gains in global equities offset a weak performance among mega-cap US tech stocks during the quarter writes Jon Cunliffe, Head of Investment Office.
Low UK household confidence despite fastest growth in real incomes in many years, writes Investment Director Andrew Mann.
JM Finn has been nominated for two awards at the Yorkshire Financial Awards 2025, which recognise the top financial services professionals and firms in the region.
US tariffs and trade policy have led to a weaker dollar and heightened risk of US recession, while many markets ramp up defence spending, writes Investment Director Charles Bathurst-Norman.
Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…
JM Finn’s wealth planning team take prestigious accolade.
With the S&P 500 down by 10% since February, investors question whether the president could introduce measures to stimulate market growth.
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