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Investec Wealth & Investment appoints Tamara Marten as Head of Corporate Executives and Professionals
Investec Wealth & Investment has announced the appointment of Tamara Marten as Head of Corporate Executives and Professionals…
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IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline September
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit…
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Record start to tax year for cash ISAs and NS&I marks second month of outflows
Written by Laura Suter, head of personal finance at AJ Bell The cost of living and high mortgage…
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Home loan schemes: Homeowners could be sitting on inheritance tax ‘time bomb’ warn lawyers
Tax law experts are calling for families with home loan schemes to ‘cut their losses’ and ‘urgently’ consider…
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LCP advises on £290m buy-in transaction between ITB Pension Funds and Just Group
The ITB Pension Funds (Open Fund) has announced the completion of a final buy-in transaction, which has been…
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AI is scary to some, but it can be a force for good
By David Harrison, Rathbone Greenbank Global Sustainability Fund Manager We’ve all heard the potential pitfalls of Artificial Intelligence…
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Gender investment gap hurts long-term wealth, as AJ Bell expands Money Matters female investor campaign
AJ Bell is pleased to announce the expansion of its Money Matters campaign helping more women to invest.…
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Aegon UK joins list of signatories to UK Stewardship Code
Aegon UK has been accepted as a signatory to the UK Financial Reporting Council’s UK Stewardship Code Being…
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Podcast #54: Theory Vs Reality – why markets don’t follow the textbooks with Jordan Sriharan
In the investment world we love to talk about economic theory – but often we treat it as…
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Tax-Effective Investment Advice Demand Likely To Surge, HSBC Life UK Report Says
· 82% of advisers’ clients are higher rate or additional rate taxpayers but two out of five advisers do…
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