Resources for you

We know what matters most to you, so we make it easy for you to stay up to date with the changing financial and political landscapes and keep informed on specific financial topics with our reports and videos.

Spotlight on: Wealth Protection

In this report, we take a look at three key insurance options that will give you peace of mind should the unthinkable happen. 

Spotlight on: Wealth Transfer

Guidance on wealth succession planning to help make a difference to you and the lives of your loved ones. 

Spotlight on: School Fees

A review of the options open to parents and grandparents to help mitigate the rising cost of private education.

Spotlight on: Inheritance Tax

This guide helps you navigate the complexities of inheritance tax planning to lay the foundations for generations to come. 

Spotlight on: Retirement Planning

As we live longer, retirement planning is now more important than ever. This report looks at your options, decade by decade, from the age of 50. 

Spotlight on: Business Sale

Selling a business is a life-changing event. This guide faces into some of the practical and emotional issues that may affect you, while offering solutions to help.

Spotlight on: Bereavement

A guide that walks you through the steps you need to take when dealing with the financial affairs of a lost loved one.

Videos

Watch the latest updates from our Investment and Wealth advice team, as they discuss topics from fiscal policy to the latest Chancellor’s budget. 

Economics Update July 2025
Markets have recovered from their initial shock over the extent of President Trump’s tariffs, yet they still hang on his every word. Attention has now turned to the precarious fiscal state of nations on both sides of the Atlantic. Our Head of Investments, William Morris CFA and Paul Dales, the Chief UK Economist at Capital Economics, discuss.
Economics Update April 2025
President Trump’s tariffs have markets slumping – what does disrupted trade portend for the world economy? Our Head of Investments, William Morris CFA and Paul Dales, the Chief UK Economist at Capital Economics, discuss.
Economics Update January 2025
Is the gloomy outlook for the economy is justified? Will the Chancellor reverse any of the measures from the Budget? What is the outlook is for the US and Europe amidst a changing political landscape? To find out, our Head of Investments, William Morris, CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics.
Economics Update October 2024
With the Autumn Budget approaching, will taxes rise and how will this affect the economy? Capital Economics' Paul Dales catches up with William Morris, our Head of Investments, in our latest quarterly update.
Economic Update July 2024
With the UK’s general election still fresh in the memory and a new Labour government settling in, how might the changes in Westminster affect the outlook for the economy? To find out, our Head of Investments, William Morris, CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics.
Economic Update April 2024
It seems that spring has sprung for the UK economy – we may well have already put recession behind us. What does this bode for interest rates? And what about the rest of the world? In their latest 15-minute update, William Morris CFA, our Head of Investments, and Paul Dales, Chief UK Economist at Capital Economics, discuss.
Spring Budget Update 2024
As one of the last set piece opportunities to convince the electorate that his party will make them better off, tax cuts were widely anticipated in Jeremy Hunt's second Budget, and, to some degree, delivered. Shortly after the announcements our Senior Tax Adviser, Clare Munro, got together with RSM to review the actual measures and discuss the impact.
Investments – Year in Review 2023
As the anxieties that made the headlines in 2023 fade away, our own Global Tracker Portfolios performed strongly – while others’ excess of caution proved costly. In his latest video, our Head of Investments, William Morris CFA, gives us a succinct review of 2023 – a year dominated by changing views on AI, interest rates and inflation.
Economic Update January 2024
With 2024 well underway, William Morris, Head of Investments at Weatherbys Private Bank, sits down with Paul Dales, Chief UK Economist at Capital Economics, to discuss the outlook for inflation and interest rates in the months ahead.
Q3 2023 Economic Update
Following the Bank of England’s surprise decision to leave interest rates unchanged at 5.25%, coupled with inflation beginning to subside, are we starting to see a brighter outlook to the UK’s economic prospects? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Q2 2023 Market Update
Listening to the news, it appears to be filled with gloomy forecasts for the UK's economic prospects. In the past, such forecasts have often been overly pessimistic – might the same be true today? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Q1 2023 Economic Update
If you listen to the news at the moment, it certainly appears to be filled with gloomy forecasts for the UK's economic prospects. But, such forecasts have often been overly pessimistic in the past – might the same be true today? Our Head of Investments, William Morris CFA, sat down with Paul Dales, Chief UK Economist at Capital Economics, to discuss.
Spring Budget Update 2023
There was no shortage of advance speculation about the contents of Jeremy Hunt’s first Budget, with pensions and childcare the leading contenders. Shortly after the Budget announcements our Senior Tax Adviser, Clare Munro, got together with tax experts from RSM to review the actual measures and discuss the impact.
Q4 2022 Market Update
William Morris CFA, Head of Investments at Weatherbys Private Bank, and Paul Dales, Chief UK Economist at Capital Economics, try to tease out the market prices and forecasts in which the consensus view might be mistaken, and discuss several key topics.
What you need to know

Tax laws may change and taxation will vary depending on your own personal circumstances.  

Investments can go up and down in value and you may not get back the full amount you invest.