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Prospects

Summer Issue Fifty Five

In this issue
Editorial
Diamond industry: shine vs substance

Jack Summers takes a look at the diamond industry, from its history to the present day pressures that the natural diamond market faces from lab-grown disruptors.

Wealth planning in focus
Why is estate planning important?

Wealth Planner Charles Barrow covers the key points to be aware on when planning how best to pass on wealth and assets to family.

Guest editorial
Club of the Century

Surrey County Cricket Club has adapted throughout the course of its 180-year history to maintain an enduring appeal to cricket lovers of all types, writes Surrey County Cricket Club CEO Steve…

In focus
Markets in Focus: Summer 2026

JM Finn’s Head of Investment Office Jon Cunliffe covers a roundup of global markets. 

Independent view
Why your domicile is (almost) irrelevant to IHT now

Length as a UK resident, rather than domicile, is now the deciding factor in determining if your worldwide estate will be subject to UK Inheritance Tax.

Read the report

To read the report online please click the full screen icon on the left. Alternatively you can download a PDF copy by clicking the button below.

Perspectives
JM Finn CEO Perspectives blog: Conservation Challenges

JM Finn CEO Hugo Bedford discusses whether measures to increase domestic equity investment should be taken.

Stock in focus
Stock in focus: Haleon

William McCubbin, Research Analyst at JM Finn looks at Haleon in depth.

Asset allocation in focus
Asset Allocation and Sector Focus in Summer 2026

JM Finn's Investment Office provide insight into the outlook for global sectors and regions.

Glossary
Glossary of key terms

Glossary of key terms for the Summer 2026 edition of Prospects.

Company meetings
Company Meetings Summer 2026

During the past quarter our research team met with corporate leaders from AstraZeneca, London Stock Exchange Group and Nestlé.

Understanding Finance
Understanding Finance
Understanding finance: Beware of valuation multiples

Henry Birt, Senior Research Analyst gives an overview on vaulation multiples.

Bond focus
The impact of rising gilt yields

Jon Cunliffe explains why the recent rise in gilt yields has effectively tightened monetary policy without the Bank of England making a formal move.

Collectives commentary
India: An emerging market like no other

Investment Manager, and Head of Asia and Emerging Markets Collectives Ben Hudson brings insights from a recent research trip to India.

The Potting Shed
The Potting Shed: Anna Walker Travel Ltd

Founder Anna Walker discusses getting her bespoke travel consultancy business off the ground - from marketing, forex challenges to balancing work and family life.

Meet the manager
Meet the Manager: Richard Bernstein

Richard Bernstein, Head of Compliance at JM Finn explains what his role entails and the work the Compliance team do to protect clients.

Welcome
A message from our editor | Summer 2026

The latest message from our editor Carrie Lennard in the summer edition of Prospects magazine.

Summer Issue Fifty Five