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Trump victory could adversely affect UK expats living in the US, financial advisory firm warns
UK expats living in the United States will be looking cautiously at the position that the incoming Trump administration may take ontaxes,…
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Why investors need to be aware about the rise in Climate Litigation
By Aliénor Legendre, Research Associate at MainStreet Partners As the urgency to address climate change intensifies, the number of climate-related lawsuits is…
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Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox
In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that…
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Before AI met wealth management & the tech challenges we forget about
By Fraser Stewart, Co-founder of Lyfeguard In October 2022, the term “artificial intelligence” was barely a whisper in the public consciousness. Though…
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2.9 million teens bring finance to the dinner table
As the cost of higher education, housing and living expenses remain high, teens are becoming more switched on the importance of finances…
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Trump’s victory may reignite inflation fears, but near-term economic outlook remains positive
Written by Isabel Albarran, Investment Officer at Close Brothers Asset Management With Trump’s victory now certain, bond yields have risen, in tandem with…
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One Four Nine Group acquire Nottingham-based Castlegate Capital
Independent, nationwide financial advice and investment management firm One Four Nine Group has acquired Nottingham-based Castlegate Capital, an independent chartered financial planning…
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US Election: Red or blue? The future is green
By Daniel Lurch, portfolio manager of the Green Planet fund at J. Safra Sarasin Sustainable Asset Management The US presidential election will likely…
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UK property market poised to pick up the pace post-Christmas lull
The latest market insight by estate agent comparison site, GetAgent.co.uk, reveals that the UK housing market is heading into 2025 on the front…
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Calculus launches Knowledge Intensive EIS Fund as tax efficient solution to latest Budget changes
Calculus, a leading provider of tax efficient investments, has today announced the launch of its third HMRC-approved Knowledge Intensive (KI) Enterprise Investment…
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