Investments & Savings
-
Lifetime Allowance: How the transitional tax-free amount certificate can make a big difference
As we approach the new tax year, Justin Corliss, Senior Pensions Development Manager at Royal London, explores the upcoming changes to the Lifetime Allowance…
-
London rents continue to fall in February
Latest data from estate agency Chestertons reveals a 125% increase in the number of landlords choosing to reduce their asking rents in…
-
Tailored discretionary services: Skilfully bridging the gap and delivering for clients
Rebecca Stein, Head of Tailored Discretionary, Charles Stanley, tells us about the group’s Tailored Discretionary Managed service and why it’s ideally placed…
-
Smoothing, simplified. We learn from LV’s Head of Wealth Proposition, Kirsty Wright, why smoothed funds could be the ideal investment solution to help you to provide clients with some peace of mind.
What is the LV= Smoothed Managed Fund range? The LV= Smoothed Managed Funds are a range of five multi-asset funds, which benefit…
-
Tax year-end planning and why Tech Matters with M&G Wealth’s Les Cameron
With busy end-of-tax-year planning underway for advisers and paraplanners, having the right technical support on hand can be crucial. With that in…
-
Diversity is planting the seeds; inclusion is the soil in which they can grow by Bianca McMillan, Gravis Capital Management
“You don’t look like an engineer!” Don’t I? What do I look like then? Being a British Indian and raised in Spain, I’m no stranger to…
-
UK funds and active funds suffer worst retail outflows on record
£108 billion withdrawn from funds in two years as UK investment industry endures a dark age, according to new data released by the…
-
Investment Association: UK households feel the squeeze as £24.3bn taken from investment funds in 2023
UK savers took £24.3 billion out of funds in 2023, according to the year-end data published today by the Investment Association (IA).…
-
Moneyfacts reveals their latest Picks of the Week for savings and mortgages
The Moneyfactscompare.co.uk Pick of the Week showcases the best of the latest products or rate changes to hit the consumer finance market. Brief product…
-
Markets give platforms a reprieve in 2023: Fundscape
Fundscape published their headline platform figures for 2023 in early February. Today they have published further stats on the top PLATFORM PERFORMERS…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
