Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Woodford investors receive first redress payments from £230 million scheme
Investors in the fund formerly known as the Woodford Equity Income Fund are set to receive £185.7 million as Link Fund Solution issues the first payments to holders. AJ Bell Investments interim managing director Ryan Hughes comments on the latest development in the...
Advisers predict strong year for US and UK equities
Over 40% of the global population eligible to vote in 2024 With this backdrop, Aegon research sheds light on what advisers predict will be asset class winners and losers in 2024. US equities (49% of advisers) comes out on top despite valuations being at levels not...
How do VCTs prove their worth?
Over several decades VCTs have proven their value to shareholders as long-term investments and ever-increasing numbers of entrepreneurs are seeking to build the ambitious, innovative companies that drive these returns. Investors can tap into exciting portfolios that...
Study reveals illiquid assets move up the investment agenda for institutional investors and wealth managers
Research from MPG finds more than three-quarters of professional investors will increase allocations to illiquid assets in the next five years But more than half seek an additional illiquidity premium of at least 2% More than three-quarters (78%) of institutional...
Retirement
Lifetime allowance legislation remains incomplete as HMRC set to make ‘retrospective’ changes after April
HMRC has confirmed today that it intends to issue a second set of regulations changing the legislation on the lifetime allowance abolition (Newsletter 157 — March 2024 – GOV.UK (www.gov.uk)) The Finance Act 2024 sets out the main legislation for the abolition of the...
What pensions dashboards announcement means
Pensions minister Paul Maynard has announced the publication of new guidance setting out a staged timetable for connection by pensions providers to the pensions dashboard. In March 2023, then pensions minister Laura Trott announced a reset of the dashboard programme...
‘Pension rules need to reflect the world of today not the world of yesterday’ – Steve Webb shares reaction to DWP Select Committee Report
The Work and Pensions Select Committee has today published its long-awaited report on Defined Benefit pension schemes. LCP submitted written evidence to the Committee and LCP partner Steve Webb gave oral evidence early in the Committee’s...
Public call for government intervention in pensions crisis to tackle climate change and boost savings
New data launched today (26 03 2024) by responsible investment organisations ShareAction, Make My Money Matter and Finance Innovation Lab shows high levels of public concern over insecurity in retirement caused by climate change and inadequate pension...
Government ‘plays for time’ over £10 billion women’s state pension compensation question: update from AJ Bell’s Tom Selby
Work and Pensions Secretary Mel Stride has made a statement to the House of Commons on the women’s state pension issue…but failed to commit to paying compensation. Instead, Stride said the government would ‘consider the findings’ of the Parliament and Health...
Multi Asset Funds
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE) rate announcement to name but a few important landmarks. This has kept us, like all of you I am sure, quite busy over the last...
Woodford investors receive first redress payments from £230 million scheme
Investors in the fund formerly known as the Woodford Equity Income Fund are set to receive £185.7 million as Link Fund Solution issues the first payments to holders. AJ Bell Investments interim managing director Ryan Hughes comments on the latest development in the...
Why HNW individuals should not delay a financial settlement in divorce: legal commentary
Divorce is already a difficult situation with all of the emotional weight as well as if one or more parties is a HNWI. When you introduce children into this, it becomes extremely complex. When there is a disagreement between the two parties, it throws a spanner into...
Lifetime allowance legislation remains incomplete as HMRC set to make ‘retrospective’ changes after April
HMRC has confirmed today that it intends to issue a second set of regulations changing the legislation on the lifetime allowance abolition (Newsletter 157 — March 2024 – GOV.UK (www.gov.uk)) The Finance Act 2024 sets out the main legislation for the abolition of the...
How to position for geopolitical shocks in 2024: latest analysis from State Street Global Advisors
State Street Global Advisors have released their latest report today entitled 'How to position for geopolitical shocks in 2024'. It's one in which they explore what are the most appropriate and easily implementable portfolio strategies for the year in the face of...
Tax Effiency
GBI 44 | Opportunity and risk | April 2024
Hello, and welcome to the third issue of GBI Magazine this year. Tax year-end is now firmly in our sights, as we bring you yet another magazine full of exclusive content and valuable insights from industry experts. We kick things off with the second part of our...
GB Investments is a campaigning magazine for the financial adviser community, focussing on tax efficient investments such as EIS, Seed EIS, VCT, SITR and BR.
Read the latest issue of GBI Magazine and all the latest news.
How do VCTs prove their worth?
Praetura Ventures launch first ‘cohort investment programme’ in the North of England with £6m for 35 start ups
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
EXCLUSIVE: The growth opportunities and risks of tax-efficient investments, according to industry experts
How to Gain Income Tax Relief This Year While Also Backing Britain
More investment news
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
A new HMRC report demonstrates the huge positive impact the Government’s flagship Enterprise Investment Scheme (EIS) has had on funding...
Are leading brands about to have their Taylor Swift moment? Artemis’ Ramachandran examines ‘Swiftonomics’ in context of Chinese tourists
For centuries, the return of the common swift to the UK in mid-to-late spring has heralded the approach of brighter days to come. Over the...
What pensions dashboards announcement means
Pensions minister Paul Maynard has announced the publication of new guidance setting out a staged timetable for connection by pensions...
Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
As part of their commitment to transparency and accountability, Invesco is proud to announce its partnership with City Hive and has joined...
‘Pension rules need to reflect the world of today not the world of yesterday’ – Steve Webb shares reaction to DWP Select Committee Report
The Work and Pensions Select Committee has today published its long-awaited report on Defined Benefit pension schemes. LCP...
Capital Group survey reveals high-net-worth investors have large cash holdings and could miss out on market opportunities
78% of global high-net-worth (HNW) investors currently have relatively large cash holdings, according to a survey by Capital Group, the...
Public call for government intervention in pensions crisis to tackle climate change and boost savings
New data launched today (26 03 2024) by responsible investment organisations ShareAction, Make My Money Matter and Finance...
Government ‘plays for time’ over £10 billion women’s state pension compensation question: update from AJ Bell’s Tom Selby
Work and Pensions Secretary Mel Stride has made a statement to the House of Commons on the women’s state pension issue…but failed to...
EXCLUSIVE: The growth opportunities and risks of tax-efficient investments, according to industry experts
As we approach a busy period with tax year end, we at GBI Magazine have spoken to a host of industry experts to find out their views on...
Two thirds of advisers believe market volatility will threaten investment returns finds latest Wesleyan adviser research
Market volatility driven by economic and political uncertainty is set to threaten most clients’ investments and retirement plans over the...
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Trending articles
Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in the near...
IFAM 127 | Not if, but when | April 2024
Not if, but when… Spring finally seems to have arrived! Since our last edition, we have had the Spring Budget and the Bank of England (BoE)...
Conflict of interest judgment could have lasting implications for professional deputies
The long-awaited ruling by the Senior Judge of the Court of Protection around the appointment of in-house investment managers to act on beha...
How to Gain Income Tax Relief This Year While Also Backing Britain
Investors navigating the complex landscape of wealth management often seek avenues that not only offer lucrative returns but also come with...
Woodford investors receive first redress payments from £230 million scheme
Investors in the fund formerly known as the Woodford Equity Income Fund are set to receive £185.7 million as Link Fund Solution issues the f...
Invesco joins the ACT Alliance as a partner of City Hive pledging to build back trust for the investment management industry through transparency
As part of their commitment to transparency and accountability, Invesco is proud to announce its partnership with City Hive and has joined t...
Debt Awareness Week: 1 in 6 Brits say they’ve hidden debt from their partner
New research reveals 1 in 6 (17%) Brits say they’ve hidden debt from their partner ahead of Debt Awareness Week 2024. There comes a po...
Growthdeck: Recent HMRC report ‘a ringing endorsement’ for Enterprise Investment Scheme – helped 88% of companies that used the scheme to grow
A new HMRC report demonstrates the huge positive impact the Government’s flagship Enterprise Investment Scheme (EIS) has had on funding for...
Santander UK reduces selected fixed mortgage rates for new business by up to 0.21%
Santander UK has today made reductions to selected fixed rates for new business across its purchase, remortgage, and buy-to-let range. The f...
Would you stand in a bull ring? It comes down to your benchmark, according to Mazars’ Lagarias as he reflects on US stockmarket highs
With US equities up 26% since the end of November, George Lagarias, Chief Economist at Mazars, not only shares his analysis into the current...