Sue Whitbread
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Weekend press review: Oops! HMRC removes pensions calculator
The Financial Times leads on a summary of the tax traps that would-be retirees need to negotiate as they prepare to take…
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Weekend press review – taxing times
The Financial Times reports that HMRC has been so tied up with preparing for Brexit that it has fallen behind with its…
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An alternative approach to generating income – RM funds on how secured lending can provide opportunities
Other than fixed income, what other options are available for advisers to consider in order to deliver a steady and consistent level…
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A pragmatic approach to income investing – UBS analysis on ETF selection
UBS report highlights analysis showing that how shareholder yield is financed can make a difference to ETF selection Many investment strategies target…
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Weekend press review: HMRC in the spotlight
The Financial Times carries a story to lighten the heart of anyone who’s ever been hit with a HMRC penalty for the…
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Using equity income strategies when investing for income
Ryan Hughes, head of active portfolios at AJ Bell, highlights some of the funds which he feels are well positioned to deliver…
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An adviser’s approach to investing for income – Pat Connolly, Chase de Vere.
Patrick Connolly, head of communications at Chase de Vere, summarises the firm’s approach At Chase de Vere, our starting position is that…
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Don’t worry, be happy
Richard Harvey takes a practical look at generating income, as he argues that it’s not how much we receive but what we…
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Is there still value in the high yield bond sector?
Michael Scott is the dynamic manager of the Schroders High Yield Opportunities Fund which invests in fixed and floating rate securities worldwide.…
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Holding out for a hero – a dividend hero. The investment trusts on the front line against delivering income
Annabel Brodie-Smith, Communications Director, Association of Investment Companies “I need a hero – I’m holding out for a hero ‘till the end…

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