Our insights

Welcome to Insights. Enjoying reading the latest blogs, financial news and team updates from the people at Serenity.

Don’t forget to subscribe to our newsletter to stay up to date.

March Market Commentary

Category: Uncategorized

Politics seems to impact more and more on economics – and somehow, always at the end of the month.

December ended with the last minute deal which averted the Fiscal Cliff in the US; January with Spanish premier Mariano Rajoy denying allegations of secret payments and at the end of February there were yet more problems in the US – and an election in Italy.

Read more

Is there economic unfairness between generations in the UK?

Category: Uncategorized

All the news and media hype about investment banking gets many of us talking about the unfair distribution of wealth, with the seemingly rich getting richer and the poor getting poorer.

We are probably less aware of another dimension to the wealth picture – that of the changes and effects over time, where concern for the legacy we leave for following generations has become buried beneath our preoccupation with how to live well now.

Read more

The State of the UK Banks and what it means for your Financial Planning

Category: Uncategorized

Once upon a time it was all so simple. Nothing could be safer than the UK banks. They were the cornerstone of every fund manager’s income portfolio. Do you want to build your financial planning on shares that would protect you against market fluctuations and deliver a steadily increasing dividend income? Sober, well-run, cautious businesses that the rest of the world could learn from… Look no further than the UK banking system.

Read more

Are you familiar with a lasting power of attorney?

Category: Uncategorized

A Lasting Power of Attorney (LPA) gives another individual the legal authority to look after specific aspects of your affairs, should you lose the capacity to do so. There are two types of Lasting Power of Attorney, one relating to health and welfare matters and one about property and financial affairs. When appointing someone to have lasting power of attorney, you can choose to make that person (or more than one person) have the LPA power and responsibility in one or both areas.

Read more

Changing your Will – What you need to know

Category: Uncategorized

You have at long last got round to preparing your last Will and Testament, and that’s ‘job done’ – or is it? If you write your will earlier in your life than at the last moment, it is highly likely that you will need to update it from time to time, as things change in your life and around you.

Read more

Call us

If you’d like to get in touch over the phone, please give us a call and we’ll be able to help.

Email us

If you’d prefer to email us, get in touch and we’ll get back to you as soon as possible.

Sign up to our newsletter

Stay up to date with the latest updates and news from the Serenity team by signing up to our newsletter.

Serenity
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.