News / page 3

28th November 2018 - Jodie Norman

Arundel Castle Abseil

On Friday 28th September 2018, 6 of our employees took part in a charity abseil 180ft down the iconic Bake House Tower at Arundel Castle to raise money for Chestnut Tree House, our company charity of the year.  Kevin, Bertrand, Hannah, Jodie, Jacques and Sam all felt apprehensive before they began their descent down the tower.  However, they…

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5th October 2018 - Tracey Payne

Brexit and your portfolio

Whichever way one voted, it is hard not to be dismayed by the shambles that is Brexit, concocted by all sides. In the event that any deal agreed gets voted down in Parliament, or there is no deal, there is a material chance that the government could fall. One or both of these events would come with great…

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19th September 2018 - Tracey Payne

Alternative Reality

This idea is based on research showing that diversification, through a combination of assets like stocks and bonds, could reduce volatility without reducing expected return or increase expected return without increasing volatility compared to those individual assets alone. Many investors have taken notice, and today, highly diversified portfolios of global stocks and bonds are readily available…

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21st August 2018 - Jacques Howell

Arundel Castle Abseil

On Friday 28th September 2018, Kevin, Bertrand, Jodie, Hannah, Jacques and Sam will be abseiling 180ft from the top of the iconic Bake House Tower at Arundel Castle to raise money for Chestnut Tree House. Chestnut Tree House is a children’s hospice covering East and West Sussex and South East Hampshire.  They care for 300…

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27th July 2018 - Jennie Snooks

Proms in the Paddock

Proms in the Paddock is a unique and hugely popular event that is brought to Lewes each summer by Commercial Square Bonfire Society.  It all takes place on Saturday 4th August 2018 in ‘The Paddock’, a long-established playing field in the heart of Lewes, surrounded by beautiful trees and overlooked by Lewes’ historic castle.  Last year we were…

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5th July 2018 - Samuel Martin

Top 5 ways to help your loved ones after you have gone

Recent research from Royal London showed one in three adults (33%) have dealt with the financial affairs of someone who has died, yet only a quarter (23%) have their own comprehensive file of financial information. This research prompted them to compile a top five list of things to-do, to help your loved ones after you have gone: Write…

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18th June 2018 - Tracey Payne

Some thoughts on bonds…

Challenging times In response to the very low yield on bonds, some investors have been tempted to chase higher yielding bonds, in an attempt to squeeze some return out of what feels like an unproductive portfolio allocation.  This is, unfortunately, an accident waiting to happen.  The phrase ‘picking up pennies in front of a steamroller’ comes…

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14th May 2018 - Tracey Payne

Annual Re-balancing of your Herbert Scott Proficient Portfolios

I just wanted to let our clients know that over the course of the next few days, you might receive contract notes, either electronically or by post, confirming various sales and purchases in your portfolios.  There is nothing to worry about – we have simply carried out our annual re-balancing exercise, to ensure the amount of risk in…

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16th April 2018 - Tracey Payne

Spoken Memoirs

Below is an article written by a Lewes based client of mine, Sarah Hitchings.  When we shared our latest annual review meeting, Sarah explained how she was continuing to progress her small business, Spoken Memoirs, for which she clearly has a heart-felt passion.  After listening to an explanation of Sarah’s work, I couldn’t help but think that this…

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28th March 2018 - Tracey Payne

Capital Gains Tax Audit 2017/2018

As our Capital Gains Tax Audit for the 2017/2018 Tax Year is now in full swing, we would like to remind our clients involved that there will be an increase in the amount of contract notes received from your Wrap provider due to the fund switches that have been processed. These will either be sent via e-delivery or…

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