Clara Wealth Management

08/11/2023

What's important about money to you?

Our latest blog entry: Financial Life Happiness – 3 questions

When you understand what kind of life it is that you want to fully experience, then you can begin to build a financial plan which will help you to achieve the wealth you need to live it.

12/09/2023

Our newest article: 'Tax Efficient Savings For High-Earning Savers':
https://clarawealth.co.uk/tax-efficient-savings-for-high-earning-savers/

By purchasing certain types of short-dated gilts (UK government bonds), it is possible to get (almost) tax free returns on your savings and unlike ISAs, there is no limit to the amount that can be invested.

Please get in touch if you wish to discuss.

High-earning savers can benefit from the tax treatment of short-dated government bonds for the first time in more than a decade.

02/05/2023

Reports of the 60/40 portfolio’s death are greatly exaggerated

Our latest blog entry:

It has taken a meaningful reset in asset markets to bring us to this point, and at considerable pain for bondholders. However, we thing reports of the 60/40 portfolio’s death are greatly exaggerated

20/03/2023

I’m delighted to again be featured in the Top Rated Financial Adviser Guide as distributed in The Times on Sunday.

09/01/2023

With just over 2 months remaining, some end of year tax tips...

End of year tax tips. Some important and valuable tax tips and planning opportunities ahead of the April 5th tax year-end.

30/11/2022

Markets Don’t Wait for Official Announcements
https://clarawealth.co.uk/markets-dont-wait-for-official-announcements/
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Some investors may worry about the stock market sinking after a recession is officially announced. But history shows that markets incorporate expectations ahead of economic reports.

02/11/2022

The 60/40 portfolio: Down but not out...

This has been a challenging year for investors. On top of the equity bear market, the steep losses in bonds have been especially surprising, leading some investors to question whether the classic 60/40 portfolio is dead.

24/10/2022

Our Q3 Market Review, a market performance and asset class commentary, is now available for download.

Our Q3 Market Review, a market performance and asset class commentary, is now available do download.

30/08/2022

What does a century of economic cycles teach investors about investing?

Our latest blog entry:

What does a century of economic cycles teach investors about investing? Markets around the world have often rewarded investors even when economic activity has slowed.

24/08/2022

Our latest blog: The New State Pension
There is a lot of misunderstanding of the eligibility and value of the State Pension.

Until April next year, it's also possible to pay for contribution gaps going back 16 years. It will revert to 6 years after that.

For many retirees, the New State Pension forms a significant part of theirpension income. How much will you get and can you buy more benefit?

18/07/2022

Our Q1 Market Review, a market performance and asset class commentary, is now available for download.

Our Q2 Market Review, a market performance and asset class commentary, is now available do download.