Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
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...
Praetura Ventures launch first ‘cohort investment programme’ in the North of England with £6m for 35 start ups
North West-based venture capital firm Praetura Ventures has launched PraeSeed, a new programme that focuses on deploying equity investment into early stage businesses in the North to help fill a known funding gap in “pre-seed” or pre-revenue businesses. Beginning in...
BlackRock is UK’s top performing fund brand, according to 2024 Broadridge Fund Brand 50 Report
BlackRock maintains top position in Broadridge’s Fund Brand 50 global asset manager rankings, but ESG runs into trouble in Europe The latest edition of Broadridge’s Fund Brand 50 (FB50), an annual research study by global Fintech leader Broadridge Financial Solutions,...
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 SMEs in the UK, with 88% of EIS companies agreeing that the scheme had helped them grow, says private equity firm Growthdeck....
Retirement
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...
Pension dashboard operators combine for new industry collaboration
Four potential operators of pensions dashboards (Just Group, Legal & General, Moneyhub and Standard Life, part of Phoenix Group) are coming together to instigate a new industry coalition. Members of the Dashboard Operators Coalition (DOC) will collaborate with...
Multi Asset Funds
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 full list of new rates can be found online here. Examples of the residential purchase rate changes...
Why strength lies in differences, not in similarities
A powerful Q&A with Rose St. Louis, Protection Director at Lloyds Banking Group, highlighting why boosting DEI initiatives within financial services is good for all. Over the last three decades, the financial sector has undergone somewhat of an evolution regarding...
Mortgage defaults expected to surge by 22% over next 12 months
Analysis of ten of the UK’s largest specialist mortgage lenders shows Expected Credit Loss (ECL) is predicted to hit £760m as mortgage holders set to struggle with repayments. Seven of the top specialist mortgage lenders are expecting more than a 10% increase in...
60 nominees announced for 2024 Alpha Manager Awards from FE fundinfo
Today FE fundinfo, the global leader in investment fund data and technology for the fund management industry, announced the nominees of its annual Alpha Manager Awards. The prestigious awards showcase and celebrate exceptional fund managers who are leaders 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...
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
‘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...
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...
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...
HBSC UK data reveals a nation of investors
Two in five Brits have investments (38%) with stocks and shares the most popular Northerners are more likely to invest in whiskey and...
Are bonds about to make a comeback? | By Richard Flax, Chief Investment Officer at Moneyfarm
By Richard Flax, Chief Investment Officer at Moneyfarm After enduring the impact of a dramatic rise in interest rates, the combination of...
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Trending articles
SmartSearch secures significant investment to fuel ambitious growth plans
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Conflict of interest judgment could have lasting implications for professional deputies
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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...
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...
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...
How strong is the VCT market?
VCTs have proven resilient in the face of broader economic headwinds that have impacted the venture capital ecosystem around the world. The...
H.I.G. WhiteHorse Europe Finances Stordata
LONDON--(BUSINESS WIRE)--#Acquisition--H.I.G. WhiteHorse Europe, a credit affiliate of global investment firm H.I.G. Capital ("H.I.G.") is p...
Why suitable advice requires cashflow modelling: practical tips from Defaqto’s Richard Hulbert
Following last week's 'Dear CEO' letter from the FCA on income in retirement, Richard Hulbert, Insight Consultant, at Defaqto, reminds us of...