Bath & West Wealth Management

Bath & West Wealth Management We provide bespoke financial advice & wealth management to individuals and business owners tailored to meet your goals.

A professional and personal service to help you formulate your financial plan, manage your wealth & make the right financial decisions.

WeekWatch - S&P hits double digit returns since start of Iran warIncreasing hopes that a deal between the US and Iran mi...
01/06/2026

WeekWatch - S&P hits double digit returns since start of Iran war

Increasing hopes that a deal between the US and Iran might finally be reached and continued AI optimism helped push US markets to new highs last week.

The S&P 500 has now risen for nine consecutive weeks; its longest streak since 2023. In fact, the S&P 500 is now trading at more than 10% above levels seen before the war with Iran.

S&P registers double digit returns Increasing hopes that a deal between the US and Iran might finally be reached and continued AI optimism helped push US markets to new highs last week.

Business owners – from optimism to uncertainty in a volatile worldOptimism has dipped as global events increase uncertai...
30/04/2026

Business owners – from optimism to uncertainty in a volatile world

Optimism has dipped as global events increase uncertainty, and the landscape feels tougher for business owners. But many SMEs have become resilient, adapting to this constant change. Understanding what the business needs to deliver to be where you want to be is key.

Business owners have felt the mood shift in recent weeks. Optimism has dipped as global events increase uncertainty, and many say the landscape simply feels tougher. Yet years of shocks have made many UK SMEs more resilient and determined to focus on their ultimate aims according to business consult...

Five allowances to use before tax year endWith the rise in inflation and the freeze on income tax thresholds until at le...
01/04/2026

Five allowances to use before tax year end

With the rise in inflation and the freeze on income tax thresholds until at least 2031, the tax burden has increased considerably for many of us. Here we explore five allowances you can use before the end of the tax year on 5 April.

With the rise in inflation and the freeze on income tax thresholds until at least 2031, the tax burden has increased considerably for many of us. This is especially true for those who have benefited from rising wages but who have moved into higher income tax bands as a result. This is why it is more...

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