Radcliffe Blog

Summer 2022 Newsletter

By August 25, 2022 October 23rd, 2023 No Comments

The summer months have seen some buoyancy return to global stock markets following a testing first half of the year. This has been a welcome relief for investors, since both bonds and equities posted unprecedented losses for the first half of 2022.

With a recession looming and the cost of living crisis impacting many, it is important to maintain perspective.

Investec Wealth & Investment have produced an article on ‘The case for staying invested when markets are volatile’ which you may find of interest – click here to view.

Earlier in the month, we wrote to all our clients regarding the Trust Registration deadline on 1st September, 2022, where it becomes law for most trusts to be registered with HMRC for tax purposes and anti-money laundering regulations.

We are currently doing a company-wide product-sweep to help identify any trusts our clients may need to register, but this will only allow us to identify any trusts under our management. If you think you may be linked to trusts elsewhere, you will need to contact your adviser at Radcliffe.

We are working with TruReg by Kinherit on this matter and we can introduce you if you would like us to. Ben Mason, CEO of Kinherit, examines the impact of this legislation in the following article – click here to view.

In other news, Radcliffe & Co are getting active and fundraising in September! As a collective, we are trying to complete as many steps as possible, whether that is by walking, running, a gym session or hobby. Our target to raise is £1,000 for The Rose Road Association.

Since 1952 across Hampshire and surrounding areas, Rose Road continue to work with over 300 children and adults with complex and multiple disabilities, health needs and provide support to their families.

If you would like to donate to the cause click here or to see more about Rose Road, please visit their website here.

We hope you enjoy the rest of the Summer!

Best regards
Radcliffe & Co