Partner Insights
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The benefits of MPS: why you shouldn’t let your clients move to cash
Here we bring you a summary of expert insights on the benefits of MPS as opposed to cash or fixed interest and…
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Enterprise Investment Scheme (EIS) | Annual Report 2024
Welcome to the Enterprise Investment Scheme Annual Report 2024, the second in GBI Magazine’s series of focused reports on the tax-efficient sector.…
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Understanding SEIS with Haatch
In September 2022, the UK Government announced improvements to the tax-efficient Seed Enterprise Investment Scheme (SEIS) scheme, which gave investors the chance…
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Using smoothed With Profits within financial planning solutions
In this series of four case studies Wesleyan looks at how using smoothed With Profits can help deliver effective financial planning solutions…
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Seed Enterprise Investment Scheme (SEIS) | Annual Report 2024
We are delighted to bring you the first part of our serialised annual report series, covering the essentials of investment in SEIS.…
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Webinar recording now available! Markets in action: learning from the past, planning for the future
We were delighted to host our most recent webinar, in association with Legal and General Investment Management (LGIM). Andrzej Pioch, Fund Manager…
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Emerging market equities: a brighter decade ahead?
2023 proved to be another challenging year for emerging market (EM) equities. Despite initial optimism about China’s reopening, worries about the weak…
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The benefit of tranching within tax-efficient investing: Part 2 of our Q&A with Jenson’s Jeffrey Faustin
Following the first part of our interview with Jenson’s Chief Investment Officer, Jeffrey Faustin, where we discussed the benefits to advisers’ clients…
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Tailored Models: The perfect response to Consumer Duty
By Tom Hawkins, Head of Strategic Partnerships, Charles Stanley Advisers will be increasingly familiar with two of the central tenets of the…
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Using Smoothed With Profits to help deliver effective financial planning solutions for clients
This is the fourth in our series of case studies designed to show how Wesleyan’s smoothed With Profits Growth Fund could help…
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