Fixed Income in the News
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Onshore investment bonds’ tax efficiency makes them a credible GIA alternative
Onshore Investment Bonds are continuing to emerge as an effective alternative to General Investment Accounts (GIAs) as the need for tax efficient…
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Urgent action needed on AI’s ethical challenges warn ACCA and CISI
Artificial intelligence is no longer a future concern but a present reality, bringing with it ethical challenges that demand urgent action. Marking…
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20 Years of dynamic progress: Our exclusive Q&A with Dynamic Planner’s Piers Lawson on how technology has transformed financial advice
The past 20 years has seen a complete transformation in the way that the financial services profession uses technology. In this insightful…
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AIC: How to make a British success story even better
In more than a year since the election, fully-fledged pro-growth policies have been thin on the ground, despite an election campaign that…
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Low risk ways to minimise inheritance tax before possible gifting clampdown in the Budget
Speculation is mounting that Chancellor Rachel Reeves could increase Inheritance Tax (IHT) by raising taxes on “gifting”. Below, leading private wealth and…
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Cash ISA reform back on the table ahead of November Budget
Chancellor Rachel Reeves is reportedly considering changes to the Cash ISA allowance to boost retail investing. While the government wants to “get…
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Charles Stanley Q4 Outlook: “Market volatility will be high and susceptibility to downside risks will be elevated should companies make any misstep”
Patrick Farrell, Chief Investment Officer at Charles Stanley, observes that global markets are approaching Q4 with cautious optimism, as investors weigh the…
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Vitality’s medicated weight management pathway: early success and its impact on health insurance
Ahead of the release of its next Health Claims and Insights Report, data from Vitality’s new medicated weight management pathway has revealed…
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Charities tighten investment criteria as ESG focus sharpens
ESG investment will become more important for charities over the next five years as they add further portfolio exclusions, despite concerns about…
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First-time buyers about to hit the two-salary ceiling – warns Twenty7tec
Is the nation about to hit the two-salary ceiling? That’s the question raised by Twenty7tec after new data revealed that more than half of…
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