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Counterpoint May 2025

Diversification opportunities amidst uncertainty

During our recent rebalancing, we opted for a ‘roughly neutral’ equity stance in lower-risk profiles and a slight overweight in riskier ones...

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Inheritance tax: securing your legacy with Brown Shipley

Inheritance tax: securing your legacy with Brown Shipley

Wealth Planning

At Brown Shipley, we understand that navigating this complex area requires both expertise and a personalised approach...

Diversification opportunities amidst uncertainty – Counterpoint May 2025

Diversification opportunities amidst uncertainty – Counterpoint May 2025

Market Insights

During our recent rebalancing, we opted for a ‘roughly neutral’ equity stance in lower-risk profiles and a slight overweight in riskier ones...

What is Wealth Management?

What is Wealth Management?

Wealth Planning

Wealth management is more than just investment advice, it encompasses all parts of a person's financial needs.

Markets & Investment Update - 05.05.25

Markets & Investment Update - 05.05.25

Market Outlooks

April was a rollercoaster month in financial markets, starting with the announcement of the US trade tariffs on 2 April which led to an equity sell-off.

Retirement planning: securing your future with Brown Shipley

Retirement planning: securing your future with Brown Shipley

Wealth Planning

Planning for retirement is one of the most critical aspects of financial management, especially for high-net-worth individuals (HNWIs) who face unique challenges...

Time to talk about pensions before IHT gamechanger

Time to talk about pensions before IHT gamechanger

Wealth Planning

Following the 2024 autumn budget much has changed, and you may want to reconsider both how you save for retirement and how you draw down your pension...

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