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At Rachel Howard Wealth Management, we provide a bespoke financial planning service to individuals and businesses in and around Bournemouth, Poole and the Southern Counties.

Stock Take
13/04/2026

Stock Take

A strong performance by the S&P 500 meant by the end of the week it had retraced almost all its losses since the start of the Iran war. Other markets also rose. Sentiment was helped by news of a two-week truce in hostilities against Iran and hopes for progress in the peace talks that took place over...

Keep calm and carry on – geopolitical effects on markets prove temporary
09/03/2026

Keep calm and carry on – geopolitical effects on markets prove temporary

The recent attacks on the Iranian leadership and subsequent retaliatory actions across the Middle East have caused widespread geopolitical volatility. Unsurprisingly, they have also left many investors wondering what actions they should now be considering.

Middle East conflict overshadows Spring Statement
04/03/2026

Middle East conflict overshadows Spring Statement

Chancellor Rachel Reeves has delivered her Spring Statement against the backdrop of intensifying conflict in Iran and the Middle East.

Iran strikes and the ripple effect
04/03/2026

Iran strikes and the ripple effect

Coordinated strikes by the US and Israel on Iran over the weekend sharply raised uncertainty in global markets. Investors had braced themselves for the strong possibility of such action ever since last summer’s pre-emptive strikes on Iran’s nuclear facilities. The recent, well-publicised deploym...

The Budget lowdown – the topline announcements
27/11/2025

The Budget lowdown – the topline announcements

After months of waiting and a seemingly constant stream of speculation and leaks – including the calamitous publication of the OBR forecast 30 minutes before the Chancellor stood up – the Autumn Budget has finally taken place.

Five things to consider amid market uncertainty
01/07/2025

Five things to consider amid market uncertainty

The uncertainty surrounding the situation in the Middle East is breeding a sense of unease in the markets and investors. In recent days, we have seen the price of oil fluctuate considerably. However, the broader market reaction has been relatively contained so far.

What is the seven year rule in Inheritance Tax?
04/06/2025

What is the seven year rule in Inheritance Tax?

Not all inheritances happen once you’ve died. Gifting larger sums of money to loved ones while you’re still alive is both a practical and tax-smart way to get money flowing between generations. Some people call this a ‘living inheritance,’ since they’re passing on money that would have bee...

WeekWatch
15/04/2025

WeekWatch

Although the content of the article(s) archived were correct at the time of writing, the accuracy of the information should not be relied upon, as it may have been subject to subsequent tax, legislative or event changes.

Silver linings in the Spring Statement?
27/03/2025

Silver linings in the Spring Statement?

UK economic growth prospects may look anaemic but there were glimmers of positivity in the government’s Spring Statement. Although the Office for Business Responsibility (OBR) downgraded expected growth from 2% to 1% for this year, it had glimmers of positive news elsewhere. For one, OBR scored th...

Using pensions and ISAs to reduce your tax bill
19/03/2025

Using pensions and ISAs to reduce your tax bill

Although the Government has pledged not to raise taxes for working people, many of us will face higher tax bills as a direct result of the Autumn Budget. So it’s more important than ever that you make the most of the tax savings opportunities of pension and ISA allowances.

US election: What does Trump's victory mean for markets?
08/11/2024

US election: What does Trump's victory mean for markets?

After a close fought race, Donald Trump is poised to become the 47th President of the United States. Looking at Trump’s campaign promises, as well as his actions during his last presidency in 2017, expectations are for reduced regulations across the board. Additionally, expectations are he will fo...

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The Old School, Holdenhurst Village
Bournemouth
BH80EF

Opening Hours

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

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