Our insights

Prospects

JM Finn Quaterly Periodical

In this issue

Wealth planning in focus

Capital Gains Tax: No pain no gain

Charles Barrow, Associate Wealth Planner and Mark Rowe-Ham, Senior Investment Manager explain why it might sometimes be best to sell underperforming shares and incur Capital Gains Tax.

Editorial

Semiconductors: past, present and future

Henry Birt explores the history of semiconductors and the global geopolitical tensions that have arisen from these nanoscopic devices.

Guest editorial

All change at Number 10?

With Labour widely tipped to take a parliamentary majority at the next election, Allen Simpson considers the potential economic impact of a Labour government.

Independent view

Charitable gifting through trusts

Have you thought about gifting to charities – and what might be the best way to go about it? Chris Thurlow explains why charitable trusts can offer a rewarding and tax-efficient way to maximise the…

Understanding Finance

Cashflow matching

Sir John Royden, Head of Research at JM Finn, gives an overview of cashflow matching.

Bond focus

Understanding bond convexity

The modified duration (“MD”) of a bond is a measure which describes the relationship between a bond’s price and interest rates.

Wealth planning in focus

Filling in missing National Insurance years

As the UK government has recently launched its new online state pension checker tool, Ryan Gordon reminds us of the April 2025 deadline to ‘top up’ missing National Insurance years dating back to…

JM Finn news

National Treasures Exhibition

Following the opening of our York office in 2023, JM Finn is now proud to partner with the York Art Gallery through sponsorship of the National Treasures exhibition.

Glossary

Glossary of key terms

Glossary of key terms for the Summer 2024 edition of Prospects.

Asset allocation in focus

Asset allocation and Sector Focus in Summer 2024

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

Company meetings

Company Meetings Summer 2024

A spotlight on three of the companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with whom…

Stock in focus

Stock in focus: LVMH

William McCubbin, Assistant Research Analyst at JM Finn looks at luxury group LVMH in depth.

Market Commentary

A Labour landslide?

Investment Director Andrew Mann analyses the possible effects of a new government on investors and the different sectors comprising the UK investment environment.