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Get ready for more US volatility

This report should be particularly revealing since it will provide the first real evidence of how consumers are holding up in the face of the higher payroll taxes that took

Analysis , Funds , Tax Efficient Investing

Five reasons to invest in China

Money and the Snake The Snake can be successful as long as he avoids impromptu spending. Although he is intuitive, the Snake will often dive right into decisions without weighing

Analysis , Property , Viewpoint

Another nail in the child trust fund coffin

CTFs were already suffering from inferior choice and higher charges for investments, as well as lower rates for cash saving. F&C was the one beacon of hope for some decent

Analysis , Funds , Tax Efficient Investing , Viewpoint

UCIS can be tax efficient but beware risk

There are many reasons for this but, primarily, it is the result of demand for investments which have the potential to provide performance in excess of that available through more


Have a flexible retirement

This fall has been driven by the yield on fixed interest investments such as gilts and corporate bonds falling to their lowest level since records began in 1703. The increase

Analysis , Shares , Viewpoint

Three ways to protect your loved ones

When you start to add it all up, you’d be forgiven if you had decided on a life without kids and indulged in a life of several holidays a year.


Cheap as chips China

Equity market enthusiasts will be pleased to know that the market is looking not only cheap, but attractive. At the market’s peak in 2007, valuations implied that Chinese companies would


Get to grips with tax avoidance rules

In 2012 the government stated that it agreed with the broad thrust of Aaronson’s report and would introduce a “narrowly focused general anti-abuse rule” into the UK tax system. Draft

Analysis , Funds , Tax Efficient Investing

Closing the tax avoidance loophole in 2013

Graham Aaronson published his report on 21 November 2011, setting out a recommendation for the introduction of a narrowly focused general anti-abuse rule (still a GAAR but with the second


Destination unknown: how to plan your financial journey

My guess is the answer is no – at least not before my favourite invention the sat-nav was released. Financial planning is like using the latest sat-nav system, as your