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Summer Issue Thirty Five
The JM Finn Quarterly Periodical

Brian Tora responds to the 2021 Budget announcement by Chancellor Rishi Sunak.

As we hopefully approach a return to normality, what are investors turning their attention to and why?

Our most recent sponsor Sherlock is progressing well through his training despite the restrictions imposed by another UK lockdown

Henry Birt of JM Finn’s research team looks into the mechanics of the world’s largest cryptocurrency, Bitcoin

The vaccine roll out remains shrouded in unpredictability and uncertainty but there are a few issues we can already see on the horizon, some of which we have the tools to solve.

After nearly a year in lock down, can we hope for more freedoms in 2021? Brian Tora gives his views.

James Godrich provides additional commentary of his January fund picks.

It's never too early to start estate planning so you can leave more to those you love. Simon Wong provides clarity on some common pitfalls that you might be unaware of.

Current economic growth is considered to be not too hot (to push up rates and inflation) and not too cold (to push down employment and share prices). John Royden unpicks this "Goldilocks" analogy.

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