What we’ve been doing and thinking

Our latest episode of Colmore Chats sees Richard Meek joined by Luke Hyde-Smith, Co-Head of Multi-Asset investing at W1M, for a discussion on investing, portfolio construction and the forces shaping today’s markets.

I joined Colmore Partners in a marketing and comms role earlier this year as a fresh graduate, and while there’s been plenty to learn and get to grips with – one thing that has naturally resonated with me is the company’s ethics and moral compass, and how they engage with the challenges my generation faces.

Today’s article doesn’t feature many technical terms and certainly no heavy reading on financial advice topics, but what we are covering is a look back on Colmore Partners’ growth and achievements as we celebrate 5 years in business!

In this article, I’ll be explaining Whole of Life Insurance – what it is, how it works, when it’s most suitable, and sharing examples of genuine client cases where I’ve helped implement this type of cover.

It’s fair to say that the world of Artificial Intelligence (AI) has boomed in recent years. While the technology itself has been around for some time, I think we can all agree that applications such as ChatGPT have made it far more accessible to the general public.

We’re back with the second episode of Colmore in Conversation. This month, Katrania Lowers leads a discussion with Richard Meek and Simon Hoult, focusing on current key issues and what they mean for your finances.

Donald Trump’s campaign in the Middle East is currently the source of global uncertainty and prevailing financial market volatility is largely driven by this.

As we increase our podcast output, we’re excited to launch the first edition of Colmore Chats. For those of you who’d rather skip the technical jargon and the heavier side of financial discussions, this one’s for you.

As you may be aware, the tax year end falls over the Easter bank holiday next month, meaning both advisers and clients have less time to ensure finances are in order. With April fast approaching and rule changes on the horizon, I’ve put together a reliable guide outlining some key planning strategies and priorities to consider.

When a loved one dies, or when you’re approaching end of life, understandably the last thing anyone wants to consider is sorting finances. Often viewed as ‘planning for the worst’, it’s a harrowing subject that many choose to avoid; and truthfully, there may never be a comfortable time to begin planning, but what good is there in delaying the inevitable?

Significant changes that were introduced in the October 2024 budget concerned inheritance tax relief on business and agricultural assets, these reliefs are known as Business Relief (BR) and Agricultural Relief (AR).

Good news! We’ve finally recorded a webinar version of our December client seminar. If you weren’t able to attend in person, you can now catch up and listen to our voices (and insights) as many times as you like.