Learning & Insights

A Summary of the 2024 Spring Budget

12 March 2024

Read and download the MKC Wealth summary of the Spring Budget delivered by the Chancellor Jeremy Hunt on Wednesday 6 March.

Market Commentary January 2024

19 January 2024

Trevor Hubner, Investment Manager at MKC Invest, look at what drove the rally in bond and equity markets at the end of 2023 and ahead to factor likely to impact markets in 2024.

“Unretirement”: could returning to work during the next phase of your life benefit you?

7 December 2023

To deal with rising costs, many retirees have returned to the workforce. Read to discover how “unretirement” could benefit your financial and mental wellbeing.

Why it may be unwise to hold too much of your wealth in a savings account

While rates on savings accounts have risen recently, it may be unwise to hold too much money in one. Read to discover why this is, and some other ways to save.

Bouncing back: 3 reasons it’s important to ignore short-term market volatility

Although they may fall in value, financial markets tend to bounce back. Read to discover why it’s wise to ignore short-term market volatility when you invest.

Autumn Statement 2023: how might it impact your finances?

6 December 2023

The Autumn Statement was trailed as focusing on long-term issues. In reality, it prioritised short-term tax cuts over maintaining expenditure in later years. The Chancellor, who had argued only two months ago that tax cuts were “virtually

Model portfolios: what are they and why are they so popular?

4 December 2023

Demand for model portfolios in the UK is growing, according to recent research from independent research company Cerulli Associates. According to Cerulli, their popularity is driven mainly by the fact that they can embed diversification, rebalancing and access

Market Commentary October 2023

17 October 2023

Trevor Hubner, Investment Manager at MKC Invest, explains why the US continues to dominate market movements, despite geopolitical events, and looks at the outlook for interest rates.

Do you run a business that employs people?

4 October 2023

If so, did you know that changes to auto-enrolment rules may soon increase costs for you and your employees?

What is causing current market volatility?

While inflation and central banks’ use of monetary policy have been the main drivers of recent market volatility, Trevor Hubner, Investment Manager at MKC Invest, explains some of the other economic and geopolitical factors that are also

Under the bonnet: how safe is the global banking system?

4 July 2023

Trevor Hubner looks at what caused Silicon Valley Bank and Credit Suisse to fail and measures in place to prevent something similar happening again.

Pension changes: what’s changed and how you could benefit

30 June 2023

We have summarised the changes to the pension rules announced in March 2023, the significant tax planning opportunities the offer and how you may be able to benefit.