Investing internationally can bring many advantages to a portfolio, but why can there be a difference between the performance figures cited for the same sector/fund when quoted by different sources?
It was recently asked of me when discussing performance with a client, why have bonds in the portfolio at all when we know that it is the equity holdings that provide the growth?
After a surprisingly calm investment environment last year, financial market volatility returned with a vengeance at the beginning of 2018...
Observations from 2017 and the final quarter.
Portfoliosense - Seven Years and Certainly No Itch
No quips from Philip Hammond about this being the first or last Autumn Budget, however here is our summary of the key changes he announced.
A summary of the changes announced by Philip Hammond in his first Budget as Chancellor.
The new Chancellor, Philip Hammond, used his first Autumn Statement to abolish it!
Over the long run, the market has provided substantial returns regardless of who controlled the White House!
Read what are clients say about Henwood Court...
Portfoliosense.....It Does What It Says On The Tin....
The new State Pension has been introduced for people who reach State Pension age on or after 6 April 2016.
A summary of the changes announced by The Chancellor in his 2016 Budget
This is an in-depth look at the reforms announced by the Chancellor in the Budget of 8th July 2015,
Recent Budget and Autumn Statements has brought little cheer for taxpayers (particularly higher earners
In April this year the New State Pension comes into effect
Our service promise
In order to be able to assist you in achieving your objectives we need to be able to quantify them...both now and in the future. You may find this to be of assistance.
Investment charges can have a significant impact on investment returns and should be minimised where possible.
Any prudent business would want cash - afterall companies do not go bust they run out of money - but this has implications..
Protecting your business again catastrophe
At Henwood Court we recognise the value and importance of a good accountant - but what is good?
You chances of experiencing a successful investment experience is increased if you follow these top ten rules.
A detailed summary of the Summer 2015 Budget's IHT & Property proposals.
The recent Budget included plans to change two key elements of the tax relief available to landlords in a move that could affect thousands of buy-to-let investors.
We are much more than 'just' a wealth manager. We are proud of our relationships with our clients and the difference we make in their lives
We have explained the proposed changes to tax on dividends that will come into effect next tax-year
Here we identify the six key values that sets us apart from other financial advisory firms.
Henwood Court’s investment offering is a best-kept secret, and as we pass the first five years of Portfoliosense®, we wanted to share the results with you.
An overview of Financialsense, our Private Client Service
Buy-to-let investment has been to the fore of recent budgets, resulting in various changes. While many took effect from April 2016, phasing out of tax relief on mortgage interest begins April 2017.
Gaye Morris - Henwood Court do far more than just manage my money....
Life, family and business experiences have taught me a number of lessons in life. Please take some time to read my story.
A guide to the Consequences Of The Introduction Of The Residence Nil Rate Band
Financial Planner Vacancy
I like things and I value experiences, especially those that create memories.
A brief outline of the Inheritance Tax Gifting Rules
To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Elder Life Seminar - Moore Hall Wednesday 28 February
An area that we are regularly asked about is the issue of Student Loans, and how best to help children / grandchildren with student loans given the high interest rates of 6.1% recently quoted.