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Winter Issue Thirty Seven
The JM Finn Quarterly Periodical

We are now into the second quarter of 2021 and Brian Tora discusses what he's looking forward to as lock down measures begin to ease.

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…

JM Finn is delighted that Freddie Woodhead has been named in this year’s Top 40 under 40.

Has Covid-19 impacted investment markets since the start of lock down? Brian Tora gives his views.

Owning an asset directly is not always achievable or in line with your overall investment objective. Henry Birt uses the current Bitcoin rally to explore how else investors might join the bandwagon.

James Godrich explains what he has learnt from planes, jazz, Jonny, cricket & doctors that can be applied to investment management.

James Godrich discusses what criteria businesses will have to possess in a new environment of potential rising interest rates, in order to be included in his investment picks.

Pension rules are increasingly complex, with the cost of getting it wrong often punishing. Atticus Kidd explains the rules around the annual allowance and highlights the risks of inaction.

With Tesla’s stock price increasing more than seven-fold in 2020 and stellar gains for some solar-energy equities, many investors are asking whether shares in companies linked to the green revolution…

Whilst Governments and Central Banks around the world have acted quickly to mitigate some of the consequences of the COVID-19 crisis, we are all too well aware that those investors looking for income…

James Radcliffe, a partner at Womble Bond Dickinson, looks at a regularly overlooked exemption that could enhance the value of your legacy for your beneficiaries.

Let’s face it. It has been a tough old year in the market. Twelve months ago, the true implications of the pandemic began to sink in. Lockdown 1 was introduced, the NHS was nearly swamped and the…

Spirax-Sarco’s roots date back to London in 1888, during the second industrial revolution, where it was an importer of steam traps (a valve that filters out condensate).