Shackleton - Britain's financial adviser

📈 Monthly Investment Update 📈

Markets are shifting—here’s some of what caught our attention during the past month:

📈 Global equities climbed, but UK gilt yields hit new highs
🤖 Nvidia took a $600bn hit after a major AI breakthrough
📊 We’ve adjusted our portfolio to stay ahead

Stay informed and read our full update here: https://shackletonadvisers.co.uk/investment-update-february-2025/

📢 Exciting news 📢

We’re thrilled to announce the acquisition of Norfolk-based firm Harrold Financial Planning Ltd (HFP). This marks an exciting step in our growth, reinforcing our commitment to unified, expert advice - nationwide.

We look forward to welcoming the staff and clients of HFP and continuing to provide the highest standard of financial advice.

Find the full press release here:
🔗 https://shackletonadvisers.co.uk/shackleton-acquires-norfolk-based-firm-harrold-financial-planning-ltd/

⏳ Make the most of your tax-free allowances ⏳

As tax year end quickly approaches, don’t miss out on key allowances that will reset:

✅ ISA Allowance – Invest up to £20,000 tax-free
✅ Dividend Allowance – Receive up to £500 tax-free
✅ Capital Gains Tax Exemption – Use your £3,000 CGT-free limit
✅ Pension Allowance – Contribute up to £60,000 with tax relief
✅ Inheritance Tax Exemption – Gift up to £3,000 tax-free

Find more details in our latest blog post 👉 https://shackletonadvisers.co.uk/5-useful-allowances-and-exemptions-that-will-reset-at-the-end-of-the-tax-year/

🔹 We're Hiring 🔹

Are you an experienced administrator with a background in financial services ready to thrive in a fast-paced, professional environment? If yes, continue reading...

📋 About the Role:
As a Senior Administrator, you'll play a crucial role in delivering first-class administrative support to both clients and advisers. Your responsibilities will include:
- Managing workflows to ensure exceptional service delivery
- Ensuring all processes meet our high standards and agreed service levels
- Supporting the wider team to achieve seamless operations

📍 Location: London
📆 Learn more and apply here: https://shackletonadvisers.co.uk/careers/senior-administrator/

Ready to take the next step in your career? We’d love to hear from you!

💡 Is it time to review your pension? 💡

Retirement might feel a long way off, but your pension is key to achieving financial freedom in the future. However, many savers are missing opportunities to maximize their retirement savings:

📊 1 in 5 have never reviewed their pension balance (Source: The People’s Pension)
❓ 1 in 3 don’t know how much they’ve saved.

If it’s been a while since you checked your pension, the start of a new year is always a good time to take action. Completing a few simple tasks could help you boost your savings and maximise your retirement.

Here's 5 practical steps to get you started 👉 https://shackletonadvisers.co.uk/5-practical-tasks-that-could-help-you-get-more-out-of-your-pension-in-2025/

💔 Financial Planning During a Divorce 💔

Did you know the first working Monday of the year is often called “divorce day” due to a spike in couples filing for separation? The post-holiday period can bring challenges to the forefront, and many see January as a time for new beginnings.

Our latest guide outlines 5 essential financial planning considerations to help you mitigate financial stress during a divorce and continue building a secure future.

👉 Download the full guide here: https://shackletonadvisers.co.uk/shackleton-guide-5-key-financial-planning-steps-to-consider-during-a-divorce/

📈 Monthly Investment Update 📈

Get the latest insights with Shackleton's Monthly Investment Update including:
🔹 A review of key market events from December 2024
🔹 Performance updates across our funds
🔹 Expert outlook for the month ahead

👉 Read the full update here: https://shackletonadvisers.co.uk/investment-update-december-2024-review/

Are financial fears holding you back from your retirement dreams? 🕰️

You’re not alone. Millions face the same uncertainties—but it doesn’t have to be this way. With the right planning and mindset, you can overcome these barriers and take control of your future. 🌟

Learn more about how to conquer common financial fears to get you closer to your dream retirement.

👉 Read the full blog post here: https://shackletonadvisers.co.uk/financial-fears-could-be-holding-back-millions-of-retirement-dreams/

Happy New Year from all of us at Shackleton—Britain’s financial adviser.

Wishing you a healthy, happy, and prosperous 2025! ✨

🎄 Season’s Greetings from Shackleton 🎄

Thank you to our clients, colleagues, and partners for your support throughout 2024.

We wish you a joyful holiday season filled with peace and a successful, prosperous 2025.

Here’s to another great year ahead ✨

As we look ahead to 2025, Shackleton's Head of Investments, Charlie Lloyd, and Senior Investment Manager, Wayne Nutland, share their expert perspectives on the key trends shaping the investment landscape.

Highlights include:
1️⃣ Focus on the fundamentals: the importance of maintaining a disciplined, long-term strategy.
2️⃣ Opportunities amid challenges: how to navigate the interest rate environment, policy uncertainties, and global economic shifts.
3️⃣ Expert Insights: Charlie and Wayne's outlook for the year ahead, helping investors make informed decisions.

Ready to explore what 2025 could hold? Read the full article: https://shackletonadvisers.co.uk/2025-investment-outlook-sticking-to-the-knitting/

Following the Autumn Budget comes important changes that every business owner needs to know. We’ve broken down the key takeaways to help you navigate the updates and understand their impact on your business.

📌 Highlights include:

✅ Updates on taxation and allowances
✅ Implications for SMEs and entrepreneurs
✅ Strategies to adapt and thrive

👉 Read our blog post here: https://shackletonadvisers.co.uk/the-key-autumn-budget-takeaways-business-owners-should-be-aware-of/

We’re proud to unite some of the UK’s most trusted financial advice firms as Shackleton—Britain's financial adviser. Together, we’re setting a new nationwide standard for financial planning that’s transparent, fair, and focused on your long-term success.

Hear directly from our CEO, Paul Feeney, on why this marks a bold new chapter for financial advice across the UK.

Learn more: https://shackletonadvisers.co.uk/meet-the-team/our-story/

🔔 2024 Autumn Budget – Key Highlights 🔔

Chancellor Rachel Reeves has set out her 2024 Autumn Budget, focusing on economic stability and growth. Key updates include:

🔸A £40 billion tax increase, with emphasis on infrastructure investment
🔸 Changes to Income Tax thresholds, Capital Gains Tax, and employer National Insurance
🔸Reforms impacting private school fees, non-dom tax rules, and more...

For a quick overview of what these changes might mean for you, read our full summary ⬇️

https://www.skerritts.co.uk/your-autumn-budget-update-the-key-news-from-the-chancellors-statement/