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AKR Wealth Management Ltd Providing clients with expert financial advice and long term peace of mind.

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology ...
23/10/2026

Financial markets have a habit of repeating themselves. Every so often, investors become excited about a new technology or industry sector. In response, prices will often rise rapidly, drawing in more buyers and pushing asset prices higher.

These price increases may sometimes be justified. Yet, there will be occasions when there is a dislocation between prices and reasonable fundamental expectations. When this occurs, it can mean that a financial bubble has formed.

Financial bubbles have been present in financial markets for hundreds of years. The growth of railways during the Victorian era, the dot.com sector at the turn of this century, residential property in China’s main cities and cryptocurrencies all exhibited bubble-like behaviour.

The dot.com era is one of the clearest examples of what can happen. Investors rushed into technology stocks. This drove the Nasdaq index up more than sixfold before it suffered a dramatic collapse in March 2000. It took the index another 15 years to recover to its historic peak.

If bubbles follow a familiar pattern, why do they keep happening and why are so many investors caught up in them?

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/financial-bubbles-great-stories-but-bad-investments

Are yesterday’s investment winners likely to stay ahead? It’s easy to be drawn to funds, sectors or managers that have p...
20/10/2026

Are yesterday’s investment winners likely to stay ahead?

It’s easy to be drawn to funds, sectors or managers that have performed strongly recently. But markets don’t stand still, and recent success doesn’t necessarily tell us what will happen next.

This is known as the “winner’s curse”: the risk of placing too much weight on recent performance when assessing future opportunities. Fund rankings can change significantly over time, while investment styles and market leadership move in and out of favour.

The latest SJP Investment Insights explores why looking beyond headline performance, understanding what has driven a manager’s results, and putting those results into context are important parts of manager selection.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/investment-insights-the-curse-of-the-winner-uk

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Past performance is not a reliable guide to future performance.

This content is for information only and does not constitute financial advice.

The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncer...
18/09/2026

The run-up to a Budget often prompts people to think about tax and their finances. While future tax policy remains uncertain, understanding the rules that apply today can help avoid costly surprises. Capital gains tax (CGT) is one area where unexpected bills can arise, particularly as allowances have reduced in recent years. As a result, more people may find themselves facing a CGT bill when selling or gifting assets.

If you’ve received a CGT bill you weren’t expecting, don’t panic. Understanding why it has arisen is the first step towards dealing with it and reducing the chances of it happening again.

Read more: [post.link}

Inheritance Tax planning isn't only about how much tax might be due. There’s another question worth considering:**Will y...
17/09/2026

Inheritance Tax planning isn't only about how much tax might be due. There’s another question worth considering:

**Will your family have access to the money to pay it when it's needed?**

Inheritance Tax (IHT) is generally due by the end of the sixth month after someone dies. This can create practical challenges where much of an estate is tied up in assets such as property and cannot easily be accessed or sold.

Changes from April 2027, when most unused pension funds are due to be included when calculating the value of an estate for IHT purposes, could make this an important consideration for more families.

One option that may form part of an estate plan is whole of life assurance.

A whole of life policy provides a guaranteed lump sum on death, provided the policy remains in force and the required premiums have been paid. When appropriately written in trust, the proceeds will usually sit outside the estate for IHT purposes and can generally be accessed without waiting for probate.

This could provide beneficiaries with funds that can be used towards an IHT liability without necessarily having to sell other assets or borrow money at what may already be a difficult time.

However, whole of life assurance isn't suitable for everyone. Premiums are normally payable for life and the cost can vary significantly depending on factors such as age, health and the level of cover required.

Whether it is appropriate will depend on your individual circumstances and should be considered as part of your wider estate and financial planning.

If you'd like to understand the options available when planning for Inheritance Tax, we're here to help.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

This content is for information only and does not constitute financial or legal advice.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritanc...
03/09/2026

For many people, a pension is one of their biggest assets. From April 2027, it could also become an important inheritance tax (IHT) consideration. From this date, most unused pension funds will be included when the value of someone's estate is calculated for IHT purposes.

For some families, this will make little difference. For others, especially those with larger pension pots or estates, it could mean that more tax is due and less wealth passes to loved ones.

In the coming months, we’ll publish a series of articles exploring what the new rules could mean for people and their estate-planning decisions.

In this article, we explain what’s changing, who may be affected and some practical steps to consider.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans

Achieving a successful handover of your business to a family member typically comes down to three aspects: early plannin...
21/08/2026

Achieving a successful handover of your business to a family member typically comes down to three aspects: early planning (ideally five to 10 years in advance), having a full understanding of the value of the business, plus open communication with all involved parties to ensure fairness.

It’s not just about passing on ownership of your company. Succession planning is also about the future leadership and management of your business. And these things won’t necessarily lie in the same hands.

Read more: https://www.akrwealth.co.uk/article/detail/sjpp/keeping-it-in-the-family-planning-ahead-for-business-succession

Address

63 Bawtry Road
Rotherham
S662TN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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+447903744447

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