Sue Whitbread
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Value investing: Momentum’s Tom Delic on why investors should focus on Benjamin Graham’s principles
Having been in consistent print since its first publication in 1949, Benjamin Graham’s ‘Intelligent Investor’ has, along with ‘Security Analysis’, provided the…
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Most people don’t know if financial advice is worth the money
On average, people think they need investments of £117,000 to make it worth paying for financial advice. Almost half (46%) of people…
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Families planning boost to the bank of mum and dad -Openwork Partnership research reveals
New research* from The Openwork Partnership shows nearly one in five parents and grandparents plan to use their home wealth to help…
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George Lagarias, chief economist at Mazars, on three things to watch in the second quarter of 2021
The second quarter of 2021 is projected to be the polar opposite of the same quarter in 2020 when the global economy…
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MPAA freeze set to squeeze many more basic rate taxpayers
A freeze in the Money Purchase Annual Allowance (MPAA) along with changing tax thresholds is set to increase the number of basic…
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Sanlam: Financial confidence falters amid Covid-19 pandemic
Sanlam survey finds confidence rises with levels of investable wealth. One in five respondents are less confident now than they were last…
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Pandemic has delayed important tax planning decisions according to advisers
Survey results released following research conducted by Vouchedfor on behalf of Octopus Investments People have delayed making financial decisions, including important tax…
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Pensions: the tax trap whose bite is worse than its bark
Pension rules are increasingly complex, with the cost of getting it wrong often punishing. JM Finn’s Atticus Kidd explains the rules around…
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Fidelius Group acquires Robson Taylor IFA
Fidelius Group, the independent chartered financial planning firm, announces the acquisition of Bath-based financial advisers, Robson Taylor IFA. The acquisition of…
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AJ Bell highlights the best performing funds and investment trusts in Q1 2021
UK funds enjoy a quarter at the top of the performance table ‘Safe’ bonds drop sharply Energy funds, resource funds and…
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