Against a backdrop of heightened trade tensions with both allies and historic competitors, the US continues to dominate global equity markets. Driven by AI, a handful of technology companies have been fuelling performance and much of the newsflow. Does this dominance reduce the need for diversification?

When is the right time to start thinking about selling your business? It’s a question many entrepreneurs avoid until they’re either forced into a decision or feel too burned out to continue. But if your goal is to get the best price AND walk away on your terms, the answer may be sooner than you might think. Geoff Gwynn, from business growth advisors Elephants Child, explores the reasons why it’s beneficial to plan your exit as early as possible.

Nobody wants the HMRC to be their biggest beneficiary. Find out how you can reduce your Inheritance Tax bill – and leave more to your family.

As humans, we’re biologically wired to react when we observe change. Yet when it comes to investing, this is often the opposite of what investors should do. Instead, blocking out this external noise is often the foundation of long-term success.

How much do I need to retire? By the time we reach 55, many of us begin to prioritise pension planning, and this question often tops our minds. With inflation rates still see-sawing, and interest rates falling, the cost of a comfortable retirement may well keep rising. We explore the financial aspects of what a fulfilling retirement may require.

Believe it or not, there can be a downside to having income of £100k or more – a 60% tax bill. Niki Patel outlines some tax-efficient steps that can help keep individuals from falling into the 60% tax trap.

Annuities are back in fashion again. But are they right for your retirement planning? Claire Trott, SJP’s Head of Advice, looks at the pros and cons of annuities as a way to fund life after work.

If you set up a child pension while your children are young, you’re putting them on the path to future financial wellbeing. We explain why starting early means starting right.

You might have the best business idea in the world, but if people don’t know about your business and what you offer, it’s hard to grow. A good marketing strategy will support your business to grow and succeed.

SJP’s investment experts highlight five things to consider when market volatility creates worry.

Labour’s first Spending Review in 18 years was long awaited but had few surprises. But more relevant for many is what this review is likely to mean for the Autumn Budget.

Louis Cooper, Board, Governance and Risk Advisor at Elephants Child, provides insight and a range of practical ideas that business owners need to consider as they take forward-looking steps to business expansion.

Planning on gifting money as part of your Inheritance Tax planning? If you haven’t heard about the 7 year rule, these are the essentials you should know.

Taking time off is important for business owners. You need the right policies and processes in place to ensure you and your colleagues can enjoy a break while the business continues to run smoothly.

We are thrilled to announce that our 24 hour Charity Sparathon, raising money for Rowcroft Hospice, was a huge success. Over the course of the event, we raised over £2000. We hope that this contribution will make a real difference in the lives of those in need of care, and the families that are going through difficult times.

Sponsorship for young Torbay Athlete

Shelley Doyle joins the team at Orestone Wealth

At Orestone Wealth Management, we’re proud of our heritage and namesake. The Ore Stone is a small island off Hope’s Nose to the east of Torquay on the English Riviera and is home to an abundance of rare seabirds and marine life.

New Playground for Stokeinteignhead School