Marginal Gain2018-01-16T10:27:38+00:00

Marginal Gain

Marginal Gain Professional – June 2020

The concept of marginal gains, is small and incremental changes to a process which when added together make a meaningful difference. We have issued a client version of Marginal Gains (our monthly e-newsletter) since 2013 covering key themes and providing a narrative to the world of financial planning and investment management. Our professional edition will [...]

June 26th, 2020|

Marginal Gain – June 2020

In this edition of Marginal Gain, we look at the key issues of retirement planning and the importance of cashflow management and a little-known change in the budget which has a big implication for tax planning and holding assets in a capital investment bond. Many thanks for the client referrals over the last few weeks which have confirmed [...]

June 12th, 2020|

Marginal Gain – May 2020

Welcome to the May edition of Marginal Gain as we digest Boris Johnson’s announcement on Sunday which probably leaves more questions than answers on the details of the phased lockdown exit but moves are certainly afoot (the reduction in the furloughing wage cover to 60%) to get the UK back to work. We have continued to provide selected [...]

May 6th, 2020|

Marginal Gain – April 2020

So, first of all best wishes to all and hopefully you all are safe and at home and in control of the next few weeks. This edition of Marginal Gain focuses on a number of key themes which the coronavirus has bought to the fore. All I suspect will be actively discussed when we start to engage normally [...]

April 3rd, 2020|

Marginal Gain – Lockdown Edition

After a barrage of emails and communications from us last week we have just let this week ride out to see where we are. However, as we come to the end of this week, we thought we would issue a special Marginal Gain and try to provide a broader perspective on the Coronavirus and its implications for everyday [...]

March 20th, 2020|

Marginal Gain – March 2020

Just two articles in this month’s edition of Marginal Gain; a Budget summary and an interesting piece from Investec Wealth aiming to position the current investment conditions in context to the crashes we have experienced in the past. The two are intrinsically linked, as the Budget has ensured the Government will spend significant amounts of the public purse [...]

March 13th, 2020|