22 Nov 2019
Henderson is fined £1.9m for fund failings and not treating clients fairly
Henderson Investment Funds Limited (HIFL) has been fined £1,867,900 by the Financial Conduct Authority (FCA) for failing to treat …
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15 Nov 2019
Women's pensions savings improving but still not enough
Women are getting better at saving for retirement although shockingly too many are missing out on vital pension contributions from …
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12 Nov 2019
An AIM venture capital trust opportunity and VCT Guide
As the season approaches for tax efficient investment promotions a venture capital trust opportunity has been announced. Amati Global Investors, …
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7 Nov 2019
FINANCIAL PLANNER OF THE MONTH Andrew Page
Name Andrew Page Company Old Mill Financial Planning Title Chartered Financial Planner Qualifications Chartered Financial Planner, Certified Financial Planner, …
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22 Nov 2019
Responsible investing industry offers clarity of terms
For as long as ethical investment, or green or environmental has been around there has been confusion as to what …
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22 Nov 2019
Labour's capital gains tax plans and how investors might need to act
Labour's capital gains tax (CGT) plans have raised concerns for investors and those with buy to let properties. In its …
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22 Nov 2019
Rukhshad Shroff - An investor worth listening to
India, like China, is an economy and society of big numbers, but it is one of the few major nations …
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22 Nov 2019
Henderson is fined £1.9m for fund failings and not treating clients fairly
Henderson Investment Funds Limited (HIFL) has been fined £1,867,900 by the Financial Conduct Authority (FCA) for failing to treat …
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21 Nov 2019
Should you allocate some portfolio to the theme of disruption?
Disruption is defined as disturbance or problems which interrupt an event, activity or process. In the context of the global …
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20 Nov 2019
Doctors' pension tax bills to be covered by the government
If you are worried about whether there will be any doctors to treat you over the winter months for a …
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19 Nov 2019
The case for fixed-income ETFs
A fixed-income ETF seeks to track the performance of a specific index of bonds. In doing so, it provides investors …
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19 Nov 2019
Reducing tax liability by paying spouses can backfire
Reducing one’s tax liability by paying one’s husband or wife is a common enough notion. But not understanding the ways …
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18 Nov 2019
The Woodford wind up and how even the brightest stars can fade
The news that the Woodford Equity Income fund will formally be wound up starting in January next year is …
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18 Nov 2019
Three new ESG investment funds to consider
BNY Mellon The Mellon Investment Management BNY Mellon Sustainable Global Equity Income fund [pdf] will be managed by Newton …
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15 Nov 2019
Women's pensions savings improving but still not enough
Women are getting better at saving for retirement although shockingly too many are missing out on vital pension contributions from …
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14 Nov 2019
ESG investing for ISAs and five top funds for you to consider
As the ISA season approaches What Investment begins a series of features looking at how you can populate your ISA …
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14 Nov 2019
How to minimise IHT liability on your home
For most taxpayers, the family home is an asset you have paid for slowly, with hard-earned cash, probably after working …
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12 Nov 2019
Active vs Passive Funds? Take a stand against mediocrity
The investment profession is one I have often said that I both love and loath. I love the company or …
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12 Nov 2019
An AIM venture capital trust opportunity and VCT Guide
As the season approaches for tax efficient investment promotions a venture capital trust opportunity has been announced. Amati Global Investors, …
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12 Nov 2019
Focusing on strong and sustainable dividend payers
The approach I take to managing Fidelity European Values PLC is to look beyond the economic and political noise and …
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11 Nov 2019
Protecting against downside risk
I have always said that I invest client money in the Trust exactly the same way I invest my own …
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8 Nov 2019
Investing in China's new growth drivers
China is recognised as being a major driver of growth and investment performance, not just in Asia, but in the …
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7 Nov 2019
Time to pay attention to Latin America?
Capital at risk. The value of investments and the income from them can fall as well as rise and are …