tax changes
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Fundhouse MPS Launches on AJ Bell
We’re pleased to announce that the Fundhouse Model Portfolio Service (MPS) has been made available on the AJ Bell platform. Launched in…
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Assessing Trump’s biggest balancing act | Artemis’ Chris Kent explores the ‘One Big Beautiful Bill’ that’s coming down the line
From tariffs to tax cuts, Trump’s second term is shaping up like a three-ring circus – and he’s juggling semiconductors, Medicaid, and…
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April’s monthly financial services review data update shows improvements across every major metric
Written by Jake Sandford, Head of Data and Analytics at Smart Money People April brought a wave of optimism to the financial…
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Capital Group study reveals investors are diversifying fixed income exposure amidst uncertainty
Against a backdrop of heightened uncertainty, investors are increasing allocations across fixed income sectors, particularly to higher quality bonds, and seeking geographical diversification,…
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Savers must act says Moneyfacts – as top rates fall amid stubborn inflation
Savers will find there have been significant cuts and boosted competition since the latest base rate announcement. Moneyfactscompare.co.uk reveals the top rate deals available…
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1m pensioners now paying tax at 40% or above – doubled in 4 years – amounts to a ‘triple whammy’ says Steve Webb
New figures from HMRC, obtained under the Freedom of Information Act by LCP Partner Steve Webb, show that the number of pensioners…
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Fixed bond and ISA rates drop across the spectrum finds Moneyfacts
Moneyfacts UK Savings Trends Treasury Report data shows average fixed rate bond and ISA rates fell across the spectrum month-on-month, for the first…
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Two thirds of platforms failing to provide holistic CGT support for advice firms
Research published today by tax reporting experts FSL, shows more than two thirds of platforms are not providing advisers with holistic CGT planning…
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Evelyn Partners launches Index MPS range into the financial adviser market
Evelyn Partners is pleased to announce the launch of its Index MPS (Managed Portfolio Service) into the UK financial adviser market. The…
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Is the UK-EU trade deal a catalyst for a small cap revival? FundCalibre’s Darius McDermott sees potential
It’s certainly been a challenging year for UK domestic politics, but today’s trade deal with the European Union offers some solace and…
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Platforms defy volatility with best net sales in three years, finds Fundscape
Against a volatile geopolitical backdrop, it was no surprise to see stock markets yo-yoing throughout the first quarter and dragging down platform…
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Pridham Report: 54% of fund groups report net sales growth in Q1
More than half (54 percent) of U.K. fund groups reported net sales growth in Q1, according to the latest Pridham Report. Net…
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Maintaining choice, flexibility and interests of savers and investors must be at the heart of ISA discussions
Ahead of the forthcoming ISA consultation, the Treasury is planning to hold roundtables to discuss ISAs and how to boost investing, and…
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Legacy platform players may be left behind by newer entrants, says P1 Investment Services
A lack of agility and innovation among big names could mean the UK adviser platform market is set for a huge shake…
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Fund manager view: Why I’m wary of the US recovery – Jacob de Tusch-Lec, manager of the Artemis Global Income Fund
Jacob de Tusch-Lec (pictured), manager of the Artemis Global Income Fund, explains why the recent rally in US equities may offer investors…
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Behavioural finance can enhance personalised client advice, says Oxford Risk’s Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Evelyn Partners launches Cash & Cautious Bond strategy into the financial adviser market
Evelyn Partners announces today the launch of its Cash & Cautious Bond strategy into the financial adviser market. This active discretionary portfolio…
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M&G commits private markets expertise to power UK growth through new Mansion House Accord
M&G has reported that it has reaffirmed its commitment to UK economic growth by becoming a signatory to the Mansion House Accord,…
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Direct platforms deliver tour de force in Q125 finds Fundscape
It was a stuttering start to the year for as markets navigated geopolitical tensions and mixed economic data. The golden child of…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
