Coronavirus & markets – latest fund manager views

Coronavirus & markets – latest fund manager views

Following recent developments in the spread of the virus, further government containment measures and economic fallout, here are the latest views of our fund managers. Our fund managers have different strategies and mandates, and they invest across different regions...

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Budget 2020 – Analysis

Budget 2020 – Analysis

Our video explores the key financial planning changes for individuals and business owners to consider. Tony Wickenden, Technical Business Development Director, and Claire Trott, Head of Pensions Strategy, discuss the key changes from the Budget affecting investors,...

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Budget 2020 – What it could mean for your money

Budget 2020 – What it could mean for your money

In this special report, we look ahead to the Budget, what the government might change and why recent developments are likely affect the chancellor's plans. Much of today's financial statement is expected to be devoted to the emergency measures designed to cushion the...

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Corona Virus (Covid-19)

Corona Virus (Covid-19)

The spread of the coronavirus has intensified in Europe in recent days and, for many, there are deep concerns about the impact it may have on our loved ones and our day-to-day lives in the coming weeks. Aside from the human cost, there is of course an economic one....

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Coronavirus (COVID-19) update

Coronavirus (COVID-19) update

Chief Investment Officer Tom Beal gives his view on how investors should respond to the sudden market downturn. It has been two months in the making, but this week global investors decided that the new coronavirus, COVID-19, had reached a critical phase. The virus is...

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Prevent unnecessary Inheritance Tax with five simple steps

Prevent unnecessary Inheritance Tax with five simple steps

In our second article in a new series, we look at how you can prevent your family from paying unnecessary Inheritance Tax. Receipts from Inheritance Tax (IHT) have risen to record levels: in the 2018/19 financial year, UK taxpayers paid HMRC a record £5.4 billion in...

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A little thought goes a long way

A little thought goes a long way

In the first of a series of articles, we look at the key tax breaks to consider before the end of the financial year. This is a year of transition, to use a popular word, not just for the Duke and Duchess of Sussex but for the United Kingdom as it prepares to leave...

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Your tax return – it all adds up

Your tax return – it all adds up

Tax returns are often seen as a chore, but for higher earners, completing Self Assessment accurately is often a route to paying less tax. This year, about 11.7 million people are required to submit a tax return. But with just over a week to go until the deadline,...

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What on earth will the world look like in 2030

What on earth will the world look like in 2030

Michael Power, Strategist at Investec Management, discusses five key themes that he believes will drive investment opportunities in the 2020s. One of most important things you can do when investing money is to make sure that the wind is at your back and not in your...

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Get to grips with your pension this year

Get to grips with your pension this year

Now could be the perfect time to do the pension admin tasks you have been putting off. The new year is a chance to refresh and make plans to improve your retirement prospects. Here are six suggestions to get you started. 1. Track down any lost pensions If you have...

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