Welcome to The Globe

In this issue we’re exploring what it might be useful to consider when investment planning in a post-pandemic world, and what tax changes could be on the cards. There’s also useful estate planning advice for those with stepfamilies, and an update on what's happening in the UK property market.

If you're in need of inspiration and escape we've shared some suggestions for family holidays for the future, along with the story of Like the Wind, a unique running magazine.
Until Summer,

Jeremy Woodley

Is it time to broaden your investment horizons?

As we move past the pandemic and into recovery mode, many investors are asking about how to structure their portfolios, and whether they need to be concerned about potentially inflated stock market valuations.

Julian Broom, our Chief Investment Officer, and Charlie Buxton, our Portfolio Manager, offer some insight into whether the time is right to broaden your investment horizons.

Read more >

Estate planning for stepfamilies

What will the tax world look like post-pandemic?

It's not uncommon for families today to be a blend of more than one marriage. Estate planning in these situations can be even more complicated, especially when there are children and grand-children to consider.

Steve Wright, our Estates Director, shares some thoughts.

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The Covid pandemic is the biggest challenge facing the world economy for a generation. But thankfully the tide has turned and it's sensible to consider what the tax world will look like post-pandemic.

Peter Webb, our Head of Tax Advisory, shares his thoughts.

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Why do ducks quack?

One of the key steps in building a great company is ensuring that everyone involved understands the journey being undertaken.

David Pugh, our Chief Strategy and Commercial Officer, explains what a great company means to us and how our vision is helping guide our plans for the future.

Read more >

Surging UK property sales and the impact of lockdown

Over the past year UK property has enjoyed a real surge in sales. But will it continue? And how does it reflect the way we all live and work?

Peter Webb, our Head of Tax Advisory, explores why the UK property market has seen such a boost and what’s to come.

Read more >

Considering ESG investments?

Where will the Pound be by Summer?

Environmental, social and governance (ESG) issues used to be the niche concern for investors with strong ethical or socially responsible views. But many of us are now much more keen to consider ESG investment in our portfolios.

Our recent webinar explored what ESG investing means and why it’s become an increasingly relevant investment strategy.

Watch the webinar >

As the UK continues its ‘roadmap to recovery’, with Covid restrictions planned to end by late June, how will the currency markets respond? Their course relies on many uncertainties at home and abroad, which continue to impact currencies around the globe.

Our friends at Smart Currency Exchange share some insights in their Quarterly Currency Forecast.

Read more >

Staying secure

With digital being a preferred method of communicating for so many of us, we’ve adopted a new software tool called Egress to strengthen our cyber security and keep data safe when we're emailing.

Egress uses machine learning, and a simple means of encrypting sensitive data, to help keep data secure and to ensure we're emailing the right content to the right people, every time. 

From now on, emails from The Fry Group team which contain personal and/or sensitive data will be protected using Egress. You will need to follow the links and prompts that are sent to you (which remain valid for 90 days) to access the email itself.

If you have any questions about Egress, our helpful team will be available to explain and guide you.

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Like the Wind

Great escapes

It's widely acknowledged that physical activity, a connection with the outdoors and a focus on goals is hugely beneficial for our physical and mental health.

The team behind Like the Wind, a unique running magazine based in the UK, share their vision for telling stories which move, motivate and inspire.

Read more >


As parts of the world open up, the idea of travel is beginning to become more of a reality.

Whether you’re planning your next adventure or just need some inspiration for the future, our friends Lightfoot Travel have shared some thoughts on the best holidays for keeping all three generations of the family occupied.

Read more >


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The Fry Group of companies comprises - Wilfred T Fry Ltd (company number: 00212927) Wilfred T Fry (Executor and Trustee) Ltd (company number: 00358067). Wilfred T Fry (Personal Financial Planning) Ltd (company number: 00913711) regulated by the Financial Conduct Authority (FCA) under regulatory number 114402, all registered in England and Wales. The Fry Group (H.K.) Limited (company number: 1380590) registered in Hong Kong, licensed to conduct investment advisory and asset management in Hong Kong by the Securities & Futures Commission (SFC) under CE number ATY965, and as an insurance broker by the Insurance Authority (IA) under licence number FB1207. The Fry Group (Singapore) Pte Ltd (company number: 201506546H) registered in Singapore, authorised to act as a financial adviser by the Monetary Authority of Singapore under licence number FA100057. The Fry Group (Belgium) SA (company number: BE 0457 936 109) registered in Belgium and regulated by the FSMA in Belgium under registration number 23345 A to provide insurance advice. Wilfred T Fry (Personal Financial Planning) Limited – The Fry Group (DIFC Branch), (company number: CL3102) registered in Dubai and is regulated by the Dubai Financial Services Authority (DFSA) under registration number F005071.

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