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  • Reports
  • Property
    5 Dec 2019

    M&G Property fund closure no reason to panic investors told

    Financial advisers are reassuring investors that there is no need to overreact to the announcement by fund …

  • Running your investments
    26 Nov 2019

    Speculative mini bond investment ban for retail customers

    Speculative mini bond investments are to be banned by the Financial Conduct Authority (FCA) – at least the …

  • Running your investments
    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 …

  • Pensions
    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 …

  • Running your investments
    6 Dec 2019

    Venture Capital Trust recommendations for investing in 2020

    Before we get to 2020 we’ve got to vote for a new Government. At the same time, it feels as …

  • Uncategorized
    6 Dec 2019

    Income funds for ISAs, our top five recommendations

    Savers have struggled to get decent interest rate returns for too long it seems. Savings should be a good source …

  • Personal Finance
    6 Dec 2019

    Giving to charity and finding the best path to donating

    The British public last year alone donated over £10 bn was donated by UK households to good causes. And as …

  • Tax Planning
    5 Dec 2019

    Private sector IR35 legislation to be reviewed but uncertainty remains

    The contentious IR35 rules which are designed to combat tax avoidance by workers and the companies that employ them are …

  • Property
    5 Dec 2019

    M&G Property fund closure no reason to panic investors told

    Financial advisers are reassuring investors that there is no need to overreact to the announcement by fund …

  • Markets
    5 Dec 2019

    How India stands out in emerging markets

    India’s journey as an emerging economy can be traced back to the landmark economic liberalisation of 1991 aimed at making …

  • Strategy
    4 Dec 2019

    Be active if you are passive investing

    Investors may feel they are bombarded with advice and recommendations from so called experts to pick ‘passive’ investment solutions …

  • Tax Planning
    4 Dec 2019

    Improving your tax return – 10 top tips to make you wealthier

    Improving your tax return needn't be hard but there seems to be much confusion – or much ignorance - in …

  • Alternative investments
    4 Dec 2019

    Investing in AIM can help keep the taxman at bay

    The rules around inheritance tax (IHT) in the UK are notoriously complex leading to regular calls for the system …

  • Personal Finance
    4 Dec 2019

    Best savings rates blow as inflation falls and National Savings links to CPI

    Savers have suffered for a long time with ever reducing interest rate options available to them. National Savings & Investment …

  • Investment Funds
    4 Dec 2019

    Junior ISAs get good returns from investment companies

    Junior ISAs might not seem the most exciting present to unwrap under the tree on Christmas morning but if you …

  • Running your investments
    3 Dec 2019

    Real assets and how they can help investors

    Returns from real assets are typically driven by two components: capital returns based on the relative demand for the …

  • Markets
    28 Nov 2019

    How to do your own asset allocation to reap higher rewards

    The problem, though, is that many global benchmarks have low exposure to some of the world's fastest-growing economies. This could …

  • Investment Funds
    28 Nov 2019

    Witan Investment Trust runs a multi manager approach

    The trust is managed by the executive team of its subsidiary Witan Investment Services (WIS). WTAN aims to achieve a …

  • Tax Planning
    28 Nov 2019

    Tax planning opportunities in case of a Labour Government

    The Labour Party’s published tax plans include several not-so-friendly proposals for high earners and those with substantial dividend income so …

  • Tax Planning
    28 Nov 2019

    Charitable giving gap and how to leave a legacy in your will

    As the season for giving approaches if you are not considering giving to charity at Christmas, or even if you …

  • Pensions
    28 Nov 2019

    The pension consolidation conundrum

    Over the past 50 years the world of work has changed drastically. Gone are the days when someone stays with …

  • Running your investments
    27 Nov 2019

    Best investment manager questions to ask to put your mind at rest

    Why isn’t more of my money in low-cost ETFs? This is at the core of what is plaguing our industry.

  • Pensions
    27 Nov 2019

    Reviewing your pension assets allocation to maximise retirement pot

    A large and growing proportion of the population no longer benefit from the ‘defined benefit’ pension safety net afforded to …

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