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Analysis , Property , Small Caps , Tax Efficient Investing , Viewpoint

Five tips to planning tax this year

It is few people’s favourite time of the year but judging by how busy the financial services industry is at the moment, a lot of people leave their planning until

Funds , News , Property , Shares , Small Caps , Tax Efficient Investing , Viewpoint

Economists gloomy on UK recovery

Danny Gabay, an economist at Fathom Consulting and former adviser to Michael Hesseltine MP, warned that the UK is a facing stagnation as bad as the “productivity shock” of the

Funds , News , Property , Shares , Small Caps , Tax Efficient Investing , Viewpoint

Bank to get “flexible inflation” target

Speaking at the National Association of Pension Funds annual conference in Edinburgh today former deputy governor of the Bank of England, Sir John Gieve, said he expects this month’s Budget

Funds , News , Property , Shares , Small Caps , Tax Efficient Investing , Viewpoint

Tony Blair: Scotland should stay in UK and Britain in Europe

Speaking at the National Association of Pension Funds annual conference in Edinburgh today Blair said in an evermore “interconnected” world where power is shifting East and technology is driving globalisation

Funds , News , Property , Small Caps , Tax Efficient Investing , Viewpoint

DIY investors warned to check charges

Findings from Prudential suggest that many DIY investors, those who self-select the majority of their investments, are failing to consider important taxes and charges when making investment decisions. Almost half

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Equities dominate in January 2013

In contrast fixed income funds continued their downward trend in net retail sales with an outflow of £85m – the first outflow for the asset class since October 2008 (£142m).

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Halifax slashes ISA admin charge

New customers opening a Self-Select Stocks & Shares ISA before 5 April 2013 will have their admin charges waived for the remainder of the current tax year (2012/2013) and the

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Grandpa moneybags doling out £2,496 a year

Research from Investec Wealth & Investment has revealed that nearly half (47%) of grandparents who offer help, finance their grandchildren’s day to day living expenses or pay off their debts.

Analysis , Small Caps , Viewpoint

Should I choose an active or passive ISA?

James Bateman, head of multi manager and multi asset portfolio management in Fidelity’s Investment Solutions Group, said active management can make a lot of sense in the equity market and

Featured , Funds , News , Property , Shares , Small Caps , Tax Efficient Investing , Viewpoint

Firms may be forced to come clean on past mistakes

The financial watchdog has published a discussion paper asking financial services firms and consumer bodies whether greater “transparency” on mis-selling redress, insurance claims and customer complaints broken down by firm