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Articles, interviews & expert comment

How I receive an income free of UK tax from my ISA

Henry Irving | 18 June 2018

One of our clients, Mr Sims from Kent, explains why he invests in ISAs for retirement. Read article.

Henry Irving

18 June 2018 | 5 min read



How I receive an income free of UK tax from my ISA

Henry Irving | 18 June 2018

One of our clients, Mr Sims from Kent, explains why he invests in ISAs for retirement. Read article: How I receive an income free of UK tax from my ISA.

Henry Irving

18 June 2018 | 5 min read


Equitable Life to shut for good, but there's a windfall

15 June 2018

Equitable Life announced today that it’s to shut down in 2019. It brings an end to the oldest mutual assurer in the world. Read article: Equitable Life to shut for good, but there's a windfall.

15 June 2018


Income investors still keen on TR Property Investment Trust

Kate Marshall | 19 June 2018

Kate Marshall, Senior Investment Analyst, reports on TR Property Investment Trust's annual results for the year to 31 March 2018. Read article: Income investors still keen on TR Property Investment Trust.

Kate Marshall

19 June 2018 | 3 min read


Is the future still bright for India?

Kate Marshall | 14 June 2018

Kate Marshall takes a look at the prospects for investors in India after a tough year for the country’s stock market. Read article: Is the future still bright for India?.

Kate Marshall

14 June 2018 | 4 min read


Monks Investment Trust - plenty of opportunities found in emerging markets

Dominic Rowles | 14 June 2018

Dominic Rowles, Investment Analyst, reports on our view of Monks Investment Trust plc following its recently released annual results to 30 April 2018. Read article: Monks Investment Trust - plenty of opportunities found in emerging markets.

Dominic Rowles

14 June 2018 | 3 min read


Personal Assets Trust - exposure to shares reduced

Dominic Rowles | 13 June 2018

Dominic Rowles, Investment Analyst, reports on our view of Personal Assets Trust plc following its recently released annual results to 30 April 2018. Read article: Personal Assets Trust - exposure to shares reduced.

Dominic Rowles

13 June 2018 | 2 min read


Top investment trust managers: our longest-held companies

Kate Marshall | 13 June 2018

We look at the longest-held companies by some of the UK's most highly rated investment trust managers. Read article: Top investment trust managers: our longest-held companies.

Kate Marshall

13 June 2018 | 4 min read


Emerging opportunities

Dominic Rowles | 12 June 2018

We look at three reasons emerging markets could make a great long-term investment. Read article: Emerging opportunities.

Dominic Rowles

12 June 2018 | 3 min read


May's most popular pension funds

Kate Marshall | 11 June 2018

May was a mixed month for global stock markets. Read article: May's most popular pension funds.

Kate Marshall

11 June 2018 | 5 min read


Our monthly research roundup - is value due a comeback?

Kate Marshall | 8 June 2018

Kate Marshall looks at what our investment team got up to in May Read article: Our monthly research roundup - is value due a comeback? .

Kate Marshall

8 June 2018 | 3 min read


The most popular shares in May

Nicholas Hyett | 7 June 2018

Nicholas Hyett assesses some of the shares most popular with HL clients this month. Read article: The most popular shares in May.

Nicholas Hyett

7 June 2018 | 5 min read


Perpetual Income & Growth - UK domestics prove painful

Kate Marshall | 11 June 2018

Kate Marshall, Senior Investment Analyst, reports on Perpetual Income & Growth Investment Trust after it released its annual results to 31 March 2018. Read article: Perpetual Income & Growth - UK domestics prove painful.

Kate Marshall

11 June 2018


Should investors worry about Europe?

Kate Marshall | 6 June 2018

Looking further than short term uncertainty - we share our view on approaching market volatility. Read article: Should investors worry about Europe?.

Kate Marshall

6 June 2018 | 4 min read


What these greats can teach you about investing

George Salmon | 6 September 2018

We share lessons from some of the world’s most successful investors. Read article: What these greats can teach you about investing.

George Salmon

6 September 2018 | 4 min read


Tax freedom day arrives - but it's three days later than last year

Ben Brettell | 4 June 2018

We look at why the tax burden is increasing and how to pay less tax on your investments. Read article: Tax freedom day arrives - but it's three days later than last year.

Ben Brettell

4 June 2018 | 3 min read


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