Harris Associates Wealth Management Ltd

01/09/2026

With the Autumn Budget now less than two months away, prime minister Andy Burnham has moved to reassure firms about what lies ahead. In an interview with the Financial Times, Burnham said he would look to ‘take pressure off’ businesses.

Federal Reserve chairman Kevin Warsh voiced concerns over stubborn inflation in the US economy during his keynote speech at last week’s Jackson Hole Economic Policy Symposium.

28/08/2026

Anxiety can make financial challenges feel much worse. Whether you become worried about the sustainability of your financial future, dealing with debt or struggling with cash flow problems, emotions around money can lead to inaction or avoidance.

24/08/2026

Unitree Robotics, a Chinese maker of humanoid robots, staged a successful listing in Shanghai last week, with its share price rising 460% on its first day of trading. The company recently unveiled “Superman”, able to jump two metres and run at over twelve metres per second.

https://partnership.sjp.co.uk/harrisassociates/article/detail/sjpp/weekwatch-24-08-2026.html

22/08/2026

- Prepare. Plan business succession as early as possible. This can help ensure the process is smooth when the time comes, maximising value and tax efficiency.
- Understand the value. Succession planning starts with accurately calculating the value of your business.
- Communicate. Take time to have regular, open and honest conversations with all family members about your plans and intentions.

Achieving a successful handover of your business to a family member typically comes down to three aspects: early planning (ideally five to 10 years in advance), having a full understanding of the value of the business, plus open communication with all involved parties to ensure fairness.

17/08/2026

*If you die without a valid Will, the rules of intestacy set out who inherits your estate.
**For unmarried couples, a surviving partner would have no entitlement to their partner’s estate unless this wish had been explicitly documented in a valid Will.
***For cohabiting couples, how you own your home matters. If owned as joint tenants, the whole property will automatically pass to the surviving partner on death.

According to the 2025 National Wills Report, 79% of UK adults are comfortable talking about death1. Yet when it comes to considering finances, only 36% of people have made a Will2.. This highlights the uncomfortable gap many of us fall into between discussing and doing.

08/07/2026

Great update from Justin Onuekwusi

This summer has given us the biggest World Cup in history, with 48 teams and three host countries. As an avid football fan, I have watched as much as I can reasonably get away with, although the late nights have been particularly painful.

05/06/2026

*De-risking strategies may involve broader diversification of your investments and regular reviews of your portfolio to help manage risk.
*Selling investments during a market dip can harm long-term growth. Having a cash buffer set aside can help you avoid this.
*The right time to de-risk depends on your goals and need for income as well as your attitude to risk – it is about finding the right balance.

Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.

11/05/2026

Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Starmer’s future. Judging by the UK bond market, however, lenders appear to prefer the stability of continuity over the uncertainty of a leadership challenge – at least for now.

Following bruising local election results, media reports have been awash with gossip around the prime minister Keir Starmer’s future. Judging by the UK bond market, however, lenders appear to prefer the stability of continuity over the uncertainty of a leadership challenge – at least for now.

27/04/2026

US markets continue to rise despite ongoing US-Iran 'tug of war'

Upbeat sentiment towards technology and AI, together with another strong week of corporate earnings supported US markets. The S&P 500 and Nasdaq Composite indices rose to new highs. Almost one third of companies in the S&P 500 have so far reported first quarter earnings, with the proportion reportin...

22/04/2026

*Stagflation is the term used to describe a period of high inflation and weak economic growth and employment.
*This combination can be problematic for central banks and governments.
*While returns are typically weaker during such periods, holding cash when inflation is high brings its own risks.

Rising inflation and weak growth have left economists fearing the spectre of stagflation could rise again. But what exactly does that mean?