How can I minimise my inheritance tax bill 

News | Comment & Analysis | 27 Jul 2015

How can I minimise my inheritance tax bill 

The recent budget introduced a proposal to lift the tax free allowance for a couple from the current £650,000 to £1 million, which applies to the family home only. Investors with assets other than the family home have a number of considerations to bear in mind, but an increasingly popular option being deployed by private investors is to invest in companies listed on the AIM market. These are stocks that are usually the equity of companies that are relatively early stage businesses. 

Latest from What Investment

Fidelity: The four best funds to help investors navigate the current carnage in commodity markets 

Fidelity: The four best funds to help investors navigate the current carnage in commodity markets 

News | Funds | 27 Jul 2015

Whilst investing in commodities amidst the current market carnage being experienced in that sector is likely to be a brave move, there are funds that have a proven record of strong performance, according to Tom Stevenson, director of personal investing at Fidelity. 

The two reasons why income investors should shun Lloyds Banking Group shares right now, despite the dividend, by veteran fund manager 

The two reasons why income investors should shun Lloyds Banking Group shares right now, despite the dividend, by veteran fund manager 

News | Shares & trading | 27 Jul 2015

Whilst Lloyds Banking Group shares have started to pay a dividend; there are two reasons why income investors should be cautious about the prospects for the company, according to Colin Morton, the veteran manager of the Franklin Templeton UK Equity Income fund. 

Revealed: What investors should consider when buying an annuity

Revealed: What investors should consider when buying an annuity

News | Pensions | 27 Jul 2015

Despite the recent raft of changes that have occurred in the pensions market, annuities should still have a place in the retirement plans for many retirees, according to Andy James, head of retirement planning at Towry. 

Why many UK income investors should shun Neil Woodford's fund, by top analyst 

Why many UK income investors should shun Neil Woodford's fund, by top analyst 

News | Funds | 24 Jul 2015

The greatest challenge facing income investors in the UK at the present time is that many of the largest the traditional income stocks do not appear to represent great value, and to meet that challenge investors should consider buying funds that are smaller in size and so should swerve the CF Woodford Equity Income fund, according to Mark Shields, fund analyst at Brooks McDonald.

Revealed: Why investors should sell their Tullow Oil shares right now 

Revealed: Why investors should sell their Tullow Oil shares right now 

News | Shares & trading | 24 Jul 2015

The general deterioration in the oil price, technical problems with its project in Ghana and the elevated levels of debt means that now is the time to sell Tullow Oil shares, according to Sam Wahab, equity analyst at Cantor Fitzgerald.  

The one UK income share that has had its dividend potential 'transformed' in the past month, by manager of £2 billion fund 

The one UK income share that has had its dividend potential 'transformed' in the past month, by manager of £2 billion fund 

News | Funds | 23 Jul 2015

The past month has been brutal for many parts of the FTSE, with stocks displaying both defensive and cyclical qualities suffering in equal measure as turmoil has gripped the market, but one stock has had its prospects completely revolutionized, according to Francis Brooke, manager of the £2 billion Troy Income fund which returned 9.95 per cent in 2014, compared to 3.1 per cent for the average fund in the IA UK Equity Income sector.

Why investors in Barclays shares 'can expect the dividend to grow in the coming year'

Why investors in Barclays shares 'can expect the dividend to grow in the coming year'

News | Shares & trading | 23 Jul 2015

Eric Moore, co-manager of the £200 million Miton Income fund has revealed for What Investment the reasons why he has begun, as an income investor to dip his toes into the UK banking sector for the first time in many years. 

Investors should stick with BP and Shell for the dividend, says fund manager with 7.2 per cent yield 

Investors should stick with BP and Shell for the dividend, says fund manager with 7.2 per cent yield 

News | Shares & trading | 22 Jul 2015

Despite both stocks being presently mired in complication due to the concerns over the oil price, investors who have dividends as their focus should stick with BP and Shell, according to Tim Rees, manager of the Insight UK Equity Income Booster fund. 

Investors in Lloyds Banking Group can expect the dividend to 'increase significantly' in the short term, but it will never be a 'boring stock'

Investors in Lloyds Banking Group can expect the dividend to 'increase significantly' in the short term, but it will never be a 'boring stock'

News | Shares & trading | 22 Jul 2015

Dan Hanbury, the experienced and high-performing manager of the River and Mercantile UK Equity Income fund has told What Investment that he believes Lloyd’s Banking Group can grow its dividend significantly in the short-term.

Income investors can expect BT shares to 'do very well' in the coming years, by manager with £25 million invested in them

Income investors can expect BT shares to 'do very well' in the coming years, by manager with £25 million invested in them

News | Shares & trading | 21 Jul 2015

BT is a business that has transformed itself in recent years and is now a tremendous opportunity for income investors, according to Stephen Bailey, manager of the Liontrust Macro Equity Income fund, which has a 4 per cent yield. 

Tesco and RBS shares are both far too expensive to make good investments in 2015, says top performing fund manager 

Tesco and RBS shares are both far too expensive to make good investments in 2015, says top performing fund manager 

News | Shares & trading | 21 Jul 2015

Shares in supermarket giant Tesco and banking group RBS have both started to attract the notice of investors looking for value in the UK stock market at present, but at current valuations neither company represents a good investment, according to Paul Stephany, the high performing manager of the £395 million Newton UK Opportunities fund. 

The gold price is likely to stay lower for a long time, according to prominent analyst 

The gold price is likely to stay lower for a long time, according to prominent analyst 

News | Markets | 21 Jul 2015

Whilst the recent ‘flash crash’ in the gold price was at least partly driven by short-term factors, the medium term investment case for the asset is profoundly unappealing, according to Jason Hollands, managing director at Tilney Bestinvest.

Aberdeen: The best shares for UK income investors today 

Aberdeen: The best shares for UK income investors today 

News | Funds | 21 Jul 2015

Charles Luke, manager of the £586 million Murray Income investment trust, part of Aberdeen Asset Management, has revealed the three stocks he has been buying for income recently. 

Revealed: The three best funds for investors to buy for the rest of 2015, by high performing money manager 

Revealed: The three best funds for investors to buy for the rest of 2015, by high performing money manager 

News | Funds | 20 Jul 2015

Investors looking to navigate the presently precarious investment horizon should focus on a clutch of factors, and funds, for the coming year, according to Lucy Walker, fund of funds manager at Sarasin.

Nick Train: Why I'm still keen on investing in Diageo shares, but the board should be 'looking over its shoulder' due to recent share price performance 

Nick Train: Why I'm still keen on investing in Diageo shares, but the board should be 'looking over its shoulder' due to recent share price performance 

News | Shares & trading | 20 Jul 2015

Star fund manager Nick Train, whose Finsbury Growth and Income fund is the absolute top performer in the AIC UK Equity Income sector over the past year, has outlined the reasons why he will continue to own Diageo shares, despite what he sees as the huge structural challenges facing the FTSE 100 behemoth.

Standard Life Harry's Nimmo: The UK smaller companies I am buying and selling right now

Standard Life Harry's Nimmo: The UK smaller companies I am buying and selling right now

News | Funds | 20 Jul 2015

Veteran UK Smaller Company investor Harry Nimmo, who manages the £1.16 billion Standard Life UK Smaller Companies fund, has revealed the UK small cap stocks he has been buying over the past month.