Meg Bratley
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Quilter Cheviot launches tax-efficient short-term bond strategy for discretionary clients
Quilter Cheviot has introduced a new short-term fixed income strategy for use in discretionary portfolios that invests based on the different tax…
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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 unwinding the complex trust…
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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 secured with Just Group. This…
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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 (AI). Since the breakthrough…
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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. It comes as the…
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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 accepted to join the…
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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 not routinely explain the…
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Time to believe the hype? Why AI enthusiasm might be sustainable
Despite clear signs of market hype, investor enthusiasm for artificial intelligence (AI) can still be justified as the iPhone-like potential of the…
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The number of RIO mortgage customers using funds for family gifts has halved in 2023
Hodge data has revealed the number of Retirement Interest Only (RIO) mortgage customers spending their loan funds giving family financial gifts has…
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Landbay launches five-year Limited Edition range and reduces rates
Landbay has created a new range of Limited Edition standard five-year fixed rate buy-to-let mortgage products starting at 5.15%. It has also…
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