Octopus Investments
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Probate delays still forcing charities to sell assets and cut services
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Savers urged to lock in top rates before cuts hit
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COP30: bringing private capital and AI into the climate fight
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Triple Point launches Funds Finance strategy to support mid-market Private Market sponsors with flexible capital solutions
Triple Point, a specialist investment manager with a 20-year track record in private markets, has launched its Funds Finance strategy. The move…
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The importance of framing investment gains and losses in uncertain times | Marlborough’s Edward Kennedy shares his thinking
In volatile markets, perspective is everything. Drawing on the quirks of snooker, Edward Kennedy, Head of Marlborough’s Personal Portfolio Service, shares his…
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Will the FTSE 100 hit 10,000 in 2026?
The FTSE 100 reached a new record closing high of 9,787 points on Monday, extending a near-20% rally since the start of…
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Quilter Cheviot adds to global equities as part of MPS rebalance
Quilter Cheviot has used a recent rebalance to selectively increase the overall risk exposure of its Managed Portfolio Service (MPS) by adding…
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£27,617: The ‘confidence cushion’ savers say they need before investing
As speculation mounts over a potential cut to Cash ISA limits, new research from Moneybox highlights their essential role in underpinning the…
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P1 Platform reduces charges by 50% to support under-pressure IFAs
The P1 Platform has announced a significant reduction in its pension drawdown charges, lowering the monthly drawdown fee from £10 + VAT…
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Robeco releases updated Climate and Nature Transition Plan 2025–2030: Staying the course, guided by science, grounded in client interests
Today, Robeco publishes its updated Climate and Nature Transition Plan 2025–2030, marking a next step in supporting society’s transition toward a low-carbon…
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Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
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Is the market wrong about AI losers?
Alistair Boyle, portfolio manager at Mid Wynd International Investment Trust, sets out how just seven stocks accounted for almost 70 per cent…
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COP30: From pledges to portfolios – Is Belém the “Implementation COP”?
As COP30 starts today, Research Analyst Allegra Ianiri from ESG research and analytics firm, MainStreet Partners, explores what the latest conference has in store…

IFA Talk Tax Efficient Investment podcast explores the most important news and developments in tac efficient investing.
Tax Efficient Investment Podcast – latest episode
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TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
In this month’s Tax-Efficient Investment Magazine (TEI) special edition of IFA Talk, Matt and Sue take a look back at some of…
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Fund manager insights| Diversification matters but, asks Aberdeen’s Gabriel Sacks, where does China fit in?
As geopolitical tensions between the US and China continue to ebb and flow, investors are once again assessing where the world’s second-largest…
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Vanguard’s latest dividend update shows strong Q3 results masked by base effects
In the analysis below, Viktor Nossek, head of investment and product analytics, Vanguard, Europe, shares Vanguard’s Q3 dividend update, highlighting which regions, sectors…
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Investment trust managers explain why they are optimistic about Japan
It’s been an exciting time to be investing in Japan. Japanese stocks have surged to record highs after pro-business politician Sanae Takaichi…
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Praetura Investments: Pensions, BR and the future of estate planning
In a recent Tax-Efficient Investment (TEI) special edition of the IFA Talk podcast, Jon Prescott, Partner at Praetura Investments, joined us to…
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NS&I announces increased interest rates for its 1, 2, 3 and 5-year British Savings Bonds
NS&I has reported that new Issues of its 1, 2, 3 and 5-year British Savings Bonds (Guaranteed Growth, and Income) have gone…
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September retail outflows ease but uncertainty looms for investors ahead of the Budget
Net retail sales outflows slowed in September to £505 million, which marks a significant improvement from August’s £1.8 billion outflows, according to…
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Octopus Capital funds two new care homes as part of long-standing partnership with Synergy Care
Octopus Capital, a leading UK specialist real estate lender and investor, has completed a £30 million forward funding deal with Synergy Care…
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A fixed income strategy seeking to outperform markets across multiple credit and rate cycles
The L&G Strategic Bond Fund hit £1billion in assets under management earlier this year – a key milestone reflecting its continued growth…
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Halving annual cash ISA allowance could deliver £7 billion boost to savers who invest the extra cash in stocks
Halving the annual cash ISA allowance could provide a £7.2 billion returns boost for cash ISA holders likely to invest their excess funds,…
























