Sue Whitbread
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AJ Bell calls on Chancellor to consider alternatives to IHT on pensions
AJ Bell has today called on Chancellor Rachel Reeves to consider alternatives to inheritance tax (IHT) on pensions announced in the recent…
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Gold or bitcoin: IBOSS’ Thompson shares his latest analysis on building an investment portfolio following Trump’s election win
Sharing his reflections on last week in the markets and what might lie ahead, Rupert Thompson, IBOSS Chief Economist, part of Kingswood…
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Will Trump’s tariffs fuel inflation? Analysis from Mirabaud Group’s John Plassard
In the following analysis, John Plassard, senior investment specialist at Mirabaud Group, has been delving into history to see what lessons we…
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Post-budget pensions & IHT | Tax expert shares practical insight into what it all means – and what can be done in mitigation
In the following analysis, Adam Owens CTA, Partner for Tax Advisory at top 20 accounting firm, Xeinadin, shares practical, detailed insight for…
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Why retirement income advice is due a rethink | Practical thinking from Copia Capital’s Tony Hicks
In this analysis for IFA Magazine, Tony Hicks, Head of Sales, Copia Capital, tells us why he believes that innovation is key…
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Guest insight | Dynamic Planner’s Abhi Chatterjee explains why he believes sound research and analysis will be powerful drivers of risk-adjusted investment outcomes in 2025
Advisers and wealth managers are all too familiar with factoring in uncertainty when planning investment and asset allocation strategies. Looking ahead to…
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Yo-yos for the long haul: JB Beckett gets down to detail as he asks whether or not the changing rhetoric around ‘value for money’ means money for nothing for advisers and pensions?
Is it value for money or money for nothing? In a bid to tap into the investment potential of U.K. pensions, the…
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PruFund celebrates 20 year anniversary | Clive Bolton, M&G Life CEO, invites advisers to attend virtual seminar from 13.00 today
M&G Life is today celebrating the fact that its £62 billion smoothed multi-asset PruFund range is enjoying its 20th anniversary today, 25th…
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Healthcare’s Golden Age: Four investment experts identify eight healthcare investments beyond obesity drugs
While blockbuster obesity drugs have dominated news headlines this year, ground-breaking innovations are taking place across the healthcare sector and catching the…
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US election ends a period of heightened uncertainty
Philipp Bärtschi, chief investment officer at J. Safra Sarasin Sustainable Asset Management, shares his latest thinking on the current state of play…
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