Octopus Investments
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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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YFM Equity Partners announces leadership change with Jamie Roberts appointed managing partner
YFM Equity Partners announces the appointment of Jamie Roberts as managing partner – succeeding Eamon Nolan who will continue to lead the…
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Triple Point launches IHT tool to support financial advisers
Triple Point, the purpose-led investment manager, has launched a new Inheritance Tax (IHT) calculator to support financial advisers and paraplanners following changes introduced in…
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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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Puma AIM VCT launches on the London Stock Exchange – the first new AIM VCT in 18 years
Puma Investments has officially launched the Puma AIM VCT plc on the London Stock Exchange. This is the first new AIM-focused VCT…
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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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Industry professionals rethink tax-efficient investing, shifts in strategy, provider choice, and client flexibility
For today’s tax-efficient investors, staying ahead of regulatory changes and market shifts isn’t just prudent—it’s essential. With Business Relief (BR) rules undergoing…
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Behavioural finance can enhance personalised client advice, says Oxford Risks’ 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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Tariffs and turmoil: What might the impacts be for VCT and EIS investment?
Paul Wilson, Director and Managing Partner at Clifton Media Lab, the organisation behind GBI Magazine, reflects on the huge uncertainty caused by…
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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…
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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…
