Investments

7IM research reveals worrying gender divide when it comes to retirement regrets

Legal & General responds to the Minister for Pensions shake up of private pensions

Strong return for Structured Products in 2022

Investors secured strong returns in performance among most maturing structured products during the volatile financial environment of 2022, a new UK report reveals. Among a total of 632 structured product maturities, no plan returned a capital loss during 2022. Of...

Invesco launches Sustainable Global Income Fund

Invesco, one of the world’s leading asset managers announces the launch of the Invesco Sustainable Global Income Fund. The Fund offers investors the opportunity to invest for income and capital growth whilst supporting the transition to a low carbon economy over the...

Why speed could be the most important factor in IHT planning

Written by Matt Dickens, Senior Business Development Director at Ingenious Speaking to advisers for many years now has allowed me to realise that a consistently challenging task they face is not only establishing the best route to take when offering estate planning...

Retirement

7IM research reveals worrying gender divide when it comes to retirement regrets

Research from 7IM reveals that women face a dangerous cocktail of concerns, being more likely to regret their retirement decisions and feeling less confident that their retirement savings would allow them to maintain a comfortable lifestyle, compared to their male...

Legal & General responds to the Minister for Pensions shake up of private pensions

The Minister for Pensions has announced several private pension reforms aimed to improve fairness, adequacy and predictability for members: A consultation on a new framework for assessing Value for Money for workplace schemes A consultation on extending the framework...

Will the Chancellor raise the lifetime allowance? Analysis from Evelyn Partners’ Smith and why it’s not the only pension tax relief snag

Reports have emerged that the Chancellor could increase in the Budget the amount people can save into their pensions tax-free in order to encourage over-50s to get back to work. Currently if the value of a pension pot exceeds the lifetime allowance of £1.073million...

Small pension pots: “Government needs to ‘get off the fence and take action’” – Steve Webb, LCP

Today DWP has published a ‘call for evidence’ on potential solutions to the problem of small deferred pension pots. The two lead options are a ‘default consolidator’ where each small deferred pot would be automatically transferred to a single scheme, or ‘pot follows...

Aegon: three pension tax rule changes needed to encourage employment amongst over 55s

After setting out his 4 E’s for Economic Growth, including Employment, there are reports that the Chancellor is considering changing certain pension tax rules. Here, Steven Cameron, Pensions Director at Aegon, sets out 3 aspects of pension tax rules that currently...

Multi Asset Funds

2023 begins with further slowing in annual house price growth

Mortgage and Property

HeadlinesJan-23Dec-22Monthly Index*523.4526.5Monthly Change*-0.6%-0.3%Annual Change1.1%2.8%Average Price(not seasonally adjusted)£258,297£262,068 * Seasonally adjusted figure (note that monthly % changes are revised when seasonal adjustment factors are re-estimated)...

Nationwide HPI: “January was a tale of two halves” – reaction from estate agents and brokers

Supporting clients’ health and wellbeing – Legal & General helps advisers support clients during turbulent times

In this online web series for IFA Magazine, Legal & General highlights 5 key ways they are helping advisers support clients during today’s challenging economic and market conditions. In the second instalment of this series, Legal & General explores ways in...

7IM research reveals worrying gender divide when it comes to retirement regrets

Legal & General responds to the Minister for Pensions shake up of private pensions

Tax Effiency

GBI 34 | Sunrise for EIS and SEIS? | November 2022

Well, have you caught your breath yet - after a solid diet of government announcements this past month? We are certainly living in unprecedented times. Whilst this month’s GBI Magazine is leading with the end of the ‘Sunset Clause’ and the raise in the limits for SEIS...

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.

Explore GBI

Why speed could be the most important factor in IHT planning

VCT Managers still seeing strong investor appetite

VCTA: Early-stage business leaders say the knowledge gap is biggest barrier to accessing finance

SEIS Report highlights why advisers should be considering government funding schemes

Estate planning is the big opportunity of 2023

More investment news

Small pension pots: “Government needs to ‘get off the fence and take action’” – Steve Webb, LCP

Today DWP has published a ‘call for evidence’ on potential solutions to the problem of small deferred pension pots. The two lead options...

VCTA: Early-stage business leaders say the knowledge gap is biggest barrier to accessing finance

Early-stage company entrepreneurs are hamstrung by a lack of information on how to access the external funding needed to support their...

Robeco releases Consumer Trends Report for 2023

Global Consumer Trends Consumer trends in 2023: Consumer health and sustainable consumption. Two trends they see gathering momentum in...

Aegon: three pension tax rule changes needed to encourage employment amongst over 55s

After setting out his 4 E’s for Economic Growth, including Employment, there are reports that the Chancellor is considering changing...

‘The economic skies are decidedly gloomier’ – Link’s latest UK Dividend Monitor shows dividends facing headwinds for 2023