Pre Budget Round Up | Ryan Murphy Webinar | CIO Letter | Client Communication Template
Morningstar Wealth EMEA
Morningstar Wealth brings together capabilities across Morningstar's business, to meet the needs of financial advisers.
September treated us to moments of calm, enabling us to prepare for the next couple of months. With October’s UK budget and November’s US election, your clients will no doubt have many questions for you.
Whilst we don’t yet know what the new government’s first budget will hold, everyone is anticipating its focus on tax. Tony Wickenden, Tax Specialist at Technical Connection, has written an article for this edition of the newsletter. There are several areas in which tax could be raised, and Tony examines the Chancellor’s options – looking into both capital gains and inheritance tax.
You’ll also find this month’s letter from our Chief Investment Officer and much more.
As always, get in touch if you have any questions.
CPD webinar: Communication pitfalls and how to avoid them
Ryan Murphy, Global Head Behavioural Insights, will overview how to turn potential pitfalls into positives in your client relationships.
Ranging from disliking jargon to having to fill out complex forms, we’ll share some obvious and less obvious pitfalls.
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Letter from the Chief Investment Officer: Why long-term investing beats short-term investing?????
If the purpose of investing is to fund lifelong and longer-term needs, why is short-term thinking so pervasive? Mike explores how media, biases and incentives encourage short term thinking, but how long-term investing offers a smoother investing journey and scope for more opportunities.
Pre-Budget thoughts on capital taxation
By Tony Wickenden, Managing Director, Technical Connection??
The first Budget of the new Labour government is set to take place on 30th October. It’s likely to be impactful – especially for your clients. There are several areas in which tax could be raised and Tony examines the Chancellor’s options – looking into both capital gains and inheritance tax.????
For more timely insights to help you navigate today’s markets, be sure to subscribe to the Morningstar Wealth Global Insights Newsletter. Alternatively, if you have any questions, please get in touch and request a callback today.
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