Investments
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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…
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Common misconceptions about wills and law of succession revealed
New research from Canada Life reveals that many UK adults are misguided in their knowledge about estate planning, wills and the laws of…
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Rathbones research reveals retirement planning drives demand for bespoke investment services
Almost all (97%) independent financial advisors surveyed expect demand to rise for bespoke portfolios managed by third party wealth managers, due to…
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ARC benchmark MPS Index goes live with performance data back to 2013
The new indices, which are free for IFAs, track performance from 2012 and include model portfolios on adviser platforms together with funds…
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Is now the right time to reconsider UK equities?
Written by Joanne Benson, Head of Investments at Copia Capital Given the uncertainty and fast-moving developments in global markets, navigating the current…
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Two-thirds of Premium Bond holders never win a prize despite increase in prizes worth £50 and £100
A Freedom of Information (FOI) request obtained by AJ Bell’s Dodl investing app reveals that nearly two-thirds of Premium Bond holders, equivalent…
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Funds return to inflow in March but can’t staunch a significant Q1 outflow – Investment Association reports latest fund moves
Investors placed £507 million into funds in March, according to data published by the Investment Association (IA) today. March’s modest inflows were…
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Interest rate impact: savers at risk of looming cuts says Moneyfacts
Mortgage rates continue their downward trend, but savers are at risk of looming Bank of England rate cuts. Moneyfactscompare.co.uk has analysed the average rates…
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Scottish Widows Platform integrates Oxford Risk Investor Compass
Scottish Widows Platform has integrated with Oxford Risk Investor Compass, an end-to-end investment suitability software tool, to help advisers match their clients to…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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