21 Aug 2019
TAX ADVISER OF THE MONTH: Mark Taylor
Name Mark Taylor Company Duncan & Toplis Title Director and Head of Tax Advisory Services Qualifications Association of Accounting …
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5 Aug 2019
Best performing funds and best performing sectors review
The best performing funds in July were largely focused on gold. The US and technology sectors outperformed others overall, according …
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9 Aug 2019
Underperforming funds - a review of the worst out there
Underperforming funds are highlighted again in the report that pulls out the 'dogs' in the market. There are 59 serial …
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9 Aug 2019
Pension scams - latest research on how easy it is to get sucked in
Pension scams are a growing nightmare for many people. The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) have …
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21 Aug 2019
The Bankers Investment Trust review
It has been managed by Alex Crooke, co-head of equities at Janus Henderson Investors (JHI), since 2003. The trust …
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21 Aug 2019
TAX ADVISER OF THE MONTH: Mark Taylor
Name Mark Taylor Company Duncan & Toplis Title Director and Head of Tax Advisory Services Qualifications Association of Accounting …
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20 Aug 2019
Three books for UK investors
The Investment Trusts Handbook 2019 Jonathan Davis (editor) The Investment Trusts Handbook is what you would call an annual …
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19 Aug 2019
Top tips for retirement - 12 steps towards a good pension
If you want to secure a comfortable lifestyle when you finish working there are some top tips for retirement you …
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19 Aug 2019
The cost of dying is increasing so plan to mitigate the tax element
Never mind the increasing cost of living – the cost of dying is rising too. The Taxpayers’ Alliance recently published …
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17 Aug 2019
Comfortable retirement and ensuring your pension savings survive you
The ideal pension - for a comfortable retirement - is one that you don’t use up before you die; that …
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16 Aug 2019
Having enough pension to live on and some to spare
When one’s looking for a cliché to use when writing about pensions one can do no better than ‘You can’t …
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10 Aug 2019
Understand what you own
Just over a month ago two events of significance created some challenges for investors: the suspension by Woodford Investment Funds …
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9 Aug 2019
Underperforming funds - a review of the worst out there
Underperforming funds are highlighted again in the report that pulls out the 'dogs' in the market. There are 59 serial …
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9 Aug 2019
Pension scams - latest research on how easy it is to get sucked in
Pension scams are a growing nightmare for many people. The Financial Conduct Authority (FCA) and The Pensions Regulator (TPR) have …
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8 Aug 2019
Hansa Trust review
The Salomon family remains the majority owners of Hansa Trust’s 8 million ordinary shares, as well as holding a smaller …
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7 Aug 2019
Invesco holding hits back at ‘short attack’ implicating Mark Barnett
Burford Capital has hit back at a “short attack” by a California-based research firm, which has described the litigation finance …
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7 Aug 2019
Bluefield Solar Income Fund review
It has been listed on the main market of the London Stock Exchange (LSE) since 12 July 2013 and has …
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5 Aug 2019
Best performing funds and best performing sectors review
The best performing funds in July were largely focused on gold. The US and technology sectors outperformed others overall, according …
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3 Aug 2019
Retirement Outcomes Review - what it means for investors
Pension freedoms were launched in April 2015; in June 2016, the Financial Conduct Authority (FCA) launched the Retirement Outcomes Review …
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2 Aug 2019
Financial Planner of the Month: Mike Greely
Name Mike Greely Company Emery IFA Title Chartered Financial Planner Qualifications Fellow of the CII Advanced Diploma in Financial …
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30 Jul 2019
Burgundy fine wine offers investment cheer
With a 1945 Burgundy smashing the record at a Sotheby’s auction by selling for $558,000 in October 2018, wine as …
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30 Jul 2019
4 Japanese stocks benefiting from a shift in sentiment
The changes start right at the top. At the end of April, Japan’s Emperor Akihito formally abdicated his position and …
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29 Jul 2019
Has the yield curve lost its predictive power?
A lot of attention in the media recently has been devoted to the inversion of the yield curve in the …