Investments
Latest news in Investments, retirement planning, tax efficiency and Multi Asset Funds.
Retirement
Multi Asset Funds
Tax Efficiency
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.
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More Investment News
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New state pension set to rise £460 in 2025, “but more than half of this is to keep pace with rising prices”- Steve Webb, LCP
Figures published this morning by ONS show that average earnings (including bonuses, in the three months to July) were 4.0% higher than…
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It’s retirement literacy, not financial literacy that’s a global problem, says GBST
Research by GBST, a leading global provider of wealth management and advice solutions technology for the financial services industry, finds that when…
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Guest insight: The boom and bust of regulation cycles. A fascinating journey through regulation as JB Beckett reminds us of the value of Caveat Emptor
The U.K. is amid yet another regulatory cycle, one which has been further complicated by political rotation and a drive for U.K.…
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Most UK wealth will soon be managed by women, but the advice industry isn’t ready, according to Unbiased’s Karen Barrett
Karen Barrett is the CEO and founder of Unbiased and based on her wealth of knowledge and experience in the profession, she is…
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AIC proposes partnership funds to boost UK growth and deliver labour government’s objectives
Government-sponsored investment companies could support UK economic growth and deliver on national priorities, according to a new paper, ‘Making people better off’, from…
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Dividends surge to new record in Q2 2024: UK slows behind global highs
Global dividends rose to a record $606.1bn, up 8.2% on an underlying basis, driven by record European payouts and new dividend payers…
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Loughborough Building Society enhances lending in retirement proposition with increased income assessment
Loughborough Building Society has announced a significant enhancement to its lending in retirement proposition by moving to assess income at 4.5x up…
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Only one-in-six UK adults expect a comfortable retirement
Just one-in-three (34%) UK adults have actively made a plan for how they will save for their retirement, new research by My Pension…
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Why the EIS should matter to IFAs
This month marks two big occasions for the UK startup ecosystem. One is an exciting announcement from the Treasury couldn’t have been…
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SEIS flows jump 188% since Election Result
Flows of new money into the Seed Enterprise Investment Scheme (SEIS) have surged since the General Election on 4th July. Between then and…
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