“Not a Newsletter”

I try not to send out a monthly newsletter to my clients, partly because I think this leads to overload and most of my clients would probably get into the habit of not reading them.

Instead, I send out my periodic notes on events which I refer to as my ‘not a newsletter’. I tend to send these when there are changes in financial markets or when governments are changing tax rules. I write these in an engaging way and I have received great feedback on them…

Dear Tim, you may have missed your vocation as a journalist- thanks for this thoughtful and sensible update.

Thank you, Tim, for this missive. I enjoy reading your thoughts on financial matters and find it very informative

Great read whilst watching my younger son play cricket this evening. All very sound, sensible (and amusing!) advice!

Thanks Tim. You have a way of explaining things so well that even I can understand these finance things!!!

Many thanks for your market review, it’s good for the layman to have a second view of things written in terms that you have some chance of understanding.

I just wanted to drop you a quick line to say many thanks for sending your excellent Winter update. I read every word and found the article to be well-written and very informative.

You can subscribe by using the form at the bottom of the page.


The “Not a Newsletter” archive

  • Autumn Update

    I hope this missive finds you well. We had a great trip up to North Wales and the Lake District in our new caravan last month. One of the sites we stayed on had a clairvoyant although he didn’t appreciate me asking him which bit of the caravan will break on our next trip (it

    Read more…

  • Pre Summer Update

    Well I hope this missive finds you well. I don’t know what the weather has been doing so far this year but I hope it starts sorting itself out soon. As you know, I try not to send these out at a set frequency as I am very conscious that I want to try and

    Read more…

  • January Update

    Happy New Year! I trust this short missive finds you and your loved ones well. I am looking forward to 2024 being a better year than we have seen in a while (probably famous last words!). I was looking back at last year’s missive which I sent out around this time.  I was interested to

    Read more…

  • October Update

    Update I hope you all enjoyed the “summer” we had. I have been meaning to write on a number of topics for some time now. Before I begin, I wanted to extend my deepest sympathies to my Jewish clients and friends during this very challenging time. I hope you and your families are safe. My

    Read more…

  • Silicon Valley Bank

    A short note on recent events which you may have heard of involving a run on the Silicon Valley Bank in California.

    Read more…

  • Spring Budget 2023

    The big headline is the change to pension allowances.

    Read more…

  • Christmas Update 2022

    There has been much negativity about of late, so I wanted to list a few things to feel positive about in this Christmas update.

    Read more…

  • Summer Update – Déjà vu edition

    Since I sent my winter update last year and my further update on the war in Ukraine, I have felt the need to send another on several occasions, but have not done so because I have struggled to think of what has really changed in the background.

    Read more…

  • Budget Update

    As is customary, I have once again sat down to listen to the Chancellor and followed this up by scouring the Budget documents for the key announcements that will affect my clients.

    Read more…

  • Autumn Update

    Much has happened since I last wrote so I have prepared a few points under the headings below:

    Read more…