Chloe Gronow
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Countdown begins for investors to maximise enhanced tax breaks
UK-based venture capital firm Symvan Capital is urging investors to act swiftly as the window narrows to capitalise on enhanced EIS and…
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Gold: the ultimate hedge against geopolitical chaos
George Cotton, commodities portfolio manager at J. Safra Sarasin Sustainable Asset Management, explains that gold’s strong performance reflects rising geopolitical uncertainty, tensions…
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Lifetime ISA changes – PensionBee urges the government not to forget retirement savers
Proposed changes to the Lifetime ISA (LISA) may simplify support for first-time buyers – but risk abandoning thousands of savers who have…
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UK investors boost their holdings in home grown shares – but the investing revolution has so far failed to materialise
Laura Suter, director of personal finance at AJ Bell, highlights new ONS data showing that UK individuals have increased their holdings of…
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PIMCO commentary: Fed holds steady and signals longer-term easing bias
Tiffany Wilding, economist at PIMCO, explains why the Fed held interest rates steady at its January meeting while maintaining a longer-term easing…
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Forvis Mazars reduces exposure to UK in rebalance to its Model Portfolios
Ben Seager-Scott, Chief Investment Officer at Forvis Mazars, explains the firm’s latest quarterly portfolio rebalance, which increases exposure to US and emerging…
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HMRC refunds £46m in tax overpayments to pensioners in Q4 2025
Jon Greer, head of retirement policy at Quilter, highlights ongoing problems with overpaid tax on flexible pension withdrawals after HMRC data showed…
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Defaqto launches Defaqto Unity as it sets out its plans for a paradigm shift in adviser technology
Defaqto, the UK’s number one provider of adviser technology, data and insight, has announced the launch of Defaqto Unity designed to replace…
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Credit 2026 outlook: Build up your core strength and stay flexible
After a strong run for global credit markets in 2025, investors heading into 2026 face a more complex and selective environment, according to Ninety…
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What are recent UK dividend trends telling us?
Rob Morgan, Chief Investment Analyst at Charles Stanley, highlights how UK dividends and share buybacks continue to underpin long-term returns, even as…
IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
