Charles Stanley

When Chancellor Rachel Reeves makes her first Budget statement on 30 October, it is expected that taxes will rise. Is a wealth tax in prospect? What are Rachael Reeves’ options for raising tax revenue in the 30 October Budget? Find out more ⬇️

Investing in Your Family’s Future 👨👩👧👦 📖 Read Director of Private Clients, Clive Worlock, Chartered FCSI’s inspiring story about how he helped Robert start passing on his wealth to his daughter after the birth of his grandchild. It’s not just about money; it’s about values, hard work, and responsibility. 💡 Discover how early financial planning can benefit your family for generations to come ➡️ https://lnkd.in/eai7cW_6

Strikes, pay rises and a productivity problem in the UK public sector. The government claims it inherited stretched budgets from the outgoing government. It has also added substantially to these problems with its pay policy awards. Read the full article in the comments ⬇

US technology companies have become dominant in global equity markets, with artificial intelligence a new driver of their success. Read more ➡️ https://bit.ly/4djhrFm

People choose to invest for many reasons, and one of the main aims is usually to create a secure financial future for themselves and their families. There are often specific points along their investment journey, such as generating funds for education, property, or travel as well as providing for unexpected expenses throughout life. 📖 Read Senior Investment Manager, Katie Presland Chartered FCSI’s story of how she helped a family for over 20 years as their Senior Investment Manager, passing on their wealth through generations and help them understand the benefits and responsibilities that come with being relatively wealthy ➡️ https://lnkd.in/ePYmVHg2

🔹 September rate cut by Federal Reserve now baked in. 🔹 North Sea groups express dismay with government policy in oil sector. 🔹 UK government finances deteriorate. Garry White, Chief Investment Commentator, rounds up the week’s market-moving events ⤵️

On Thursday, Kamala Harris set out to introduce herself to Americans and to wow her Democrat followers. Her speech was just what the delegates in the hall wanted. What do we know about Democrat presidential nominee Kamala Harris’s views so far? Read 'What would a President Harris do?' here ⬇️

Why is UK productivity so weak – and does it really matter? UK productivity lags well behind US and has been growing more slowly. Does it matter? Read the full article ⬇️

Episode 40 - Essential Capabilities for Modern Executives - with John Porteous of Charles Stanley is now live. We wanted to make sure we did something special as we reached our 40th episode, and so this is our first professionally produced podcast filmed and recorded in Charles Stanley's brand new offices in Ropemaker. The entire video is available to watch on Spotify and will be on Youtube shortly. What's unusual about John is that he has operated at an Executive and Board level for more than 20 years. Most people we have interviewed only reach the board in their 40's or 50's where as John was Chairman of SoFA at 30. Experience is cumulative so being able to unpick John's vast experience was genuinely fascinating. Search 'Executives in Wealth Management' on Apple Podcast or you can listen and watch the interview on Spotify.

Financially squeezed by having to support both elderly parents and young children, the generation between the baby boomers and Generation Z has become known as the ‘sandwich generation’. Financial openness between generations is now essential. Peter Aylward, Director of Financial Planning explores ⤵️