Octopus Investments
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Downing: Probate delays force clients to cash in investments, adviser research shows
Clients affected by delays in granting probate are being forced to cash in investments and savings to bridge the gap, new research*…
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Three reasons investors should be cheerful – despite tariff chaos
From fresh tariffs and fracturing alliances to recession warnings, the headlines scream turmoil. But for investors willing to tune out the noise…
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Autumn Budget while…
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How advisers can help clients understand and overcome investor anxiety | Guest insight from Novia Global’s Linda Johnstone
In highly uncertain investment markets like those we’re experiencing right now, client fear can often override logic – but advisers have a…
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Government research highlights flaws in Lifetime ISA withdrawal charge
Research from HMRC published today reveals withdrawals from Lifetime ISAs, other than to buy a first home, were mostly due to unexpected financial…
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HMRC LISA research shows even financially literate confused by withdrawal penalty
With the news of HMRC’s qualitative research into understanding the LISA, Shaun Moore, tax and financial planning expert at Quilter comments: HMRC’s newly published…
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AI—Parnassus Investments’ Todd Ahlsten asks where are we now?
Sharing his latest analysis into AI from an investor’s perspective, Todd Ahlsten, Chief Investment Officer, Parnassus Investments and Portfolio Manager, ABN AMRO…
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HMRC set to raise £110m annually by cutting IHT relief on AIM shares
HMRC has confirmed that it expects to raise at least an additional £110m* in Inheritance Tax (IHT) per year by reducing the…
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PIMCO Perspectives: Trade wars and the U.S. dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. As U.S.…
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Longer-term fixed savings rates climb amid repricing rush
Moneyfacts UK Savings Trends Treasury Report data shows the average rate on both longer-term fixed rate bonds and fixed ISAs breached 4% for…
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Gold charges to $3,500 as Fed independence comes under threat | By Daniela Sabin Hathorn, senior market analyst at Capital.com
Gold continues its impressive rally as market confidence in the soundness of the US administration wavers. The latest headline shaking investor sentiment…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the appointment of Alex Gersh…
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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
M&G announces a partnership with platform technology provider FNZ, paving the way for greater access to its flagship £64 billion PruFund range…
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Defaqto reveals top 10 recommended Multi-Asset investment solutions in Q1 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
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How tariffs and a global recession could impact EIS and VCT investments
In the face of rising global economic uncertainty, financial advisers are increasingly being asked: “What does this mean for investments into EIS…
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Springtime turnarounds: Artemis’ Andy Gray highlights three special situations ready to bloom
With so much market uncertainty right now, Andy Gray, co-manager of the Artemis UK Special Situations Fund, highlights three UK companies that…
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Easter Sunday: a quiet moment after a chaotic quarter
Easter Sunday today offers us all a rare moment of calm—probably a very welcome pause after what’s been a particularly intense period…
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VCTA: The exclusive role VCTs play in reinforcing the UK economy
The Venture Capital Trust Association (VCTA) is the industry body representing twelve of the largest venture capital trust managers in the UK.…
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Defaqto reveals top 10 recommended MPS investments in Q1 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platform…
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Triple Point and Noriker Power’s new £15 million debt facility accelerates UK & Ireland battery storage development
Triple Point, the purpose-led investment manager, and Noriker Power, a leading independent energy developer and integrator, have today announced a £15.0 million…
