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Adam & Company insights

Our insights hub covers a variety of key topics from the investment world such as retirement and pension planning, wealth and tax planning, ESG investing, investment market updates and the latest global economy and market news.

Latest posts

Post-budget webinar: Our experts unlock the pension puzzle
13 November 2024 in Wealth/financial planning

Our latest webinar covers key UK Budget pension changes, including IHT inclusion, and offers insights on proactive wealth planning with specialists.

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Navigating the UK Budget: your wealth planning priorities and next steps
12 November 2024 in Wealth/financial planning, News

The UK budget brings significant changes. Review our priorities for next steps and consult a professional to adapt your wealth strategy effectively.

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US election webinar: Will the results cause global fireworks?
24 October 2024 in Investing, Latest investment outlook

As the US election approaches, our experts analyse potential market impacts of a Trump vs. Harris outcome, covering key issues like economic growth, global volatility, and market performance under each candidate.

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Autumn webinar: Steering a steady course through a spooky quarter
17 October 2024 in Investing, Latest investment outlook

Our Autumn market update webinar discussed positive investment returns amid geopolitical challenges, the upcoming US election's impact, and strategies for investing in quality companies for achieving long-term growth for clients.

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US election: ‘Two bowls of poison’ or a formula for progress?

Multi-asset strategist, Tom Hibbert explores how the US election outcome could impact financial markets, trade, inflation, and economic growth, influencing client portfolios.

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Why cash flow planning is not just for business

As a business owner, you’ll be familiar with cash flow to establish and maintain the health of your business, but how do you assess the wellbeing of your personal wealth?

Discover how cash flow modelling can maximise the personal financial benefits of exiting your business and help you achieve your goals.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.