Back to homepage
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

News , Small Caps , Viewpoint

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).

News , Small Caps , Viewpoint

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

News , Viewpoint

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

News , Small Caps , Viewpoint

JP Morgan publishes ISA deadlines

Friday 5 April 2013 is the deadline for receipt of new ISA applications. Online applications through WealthManager+ only made using a debit card will be accepted until 23:55 on Friday

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

How to plan your finances

Financial planning in its most basic form is the practice of working out how to achieve the lifestyle that you would like to lead. This means sitting down and deciding

News , Small Caps , Viewpoint

Rock bottom rates bad news for savers in 2013

In light of confirmation from the US that it will not raise rates until unemployment falls and continued weak economic growth in the UK, I believe the UK will maintain

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

How do you value an IFA?

Most importantly of all is do I trust them? I will ask family, friends, and colleagues who they trust and can recommend. Once I have some names I will check