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Articles, interviews & expert comment

How to review your investments

Robert Farago | 26 May 2023

We discuss reviewing your strategy, performance and when it is or isn’t the time to rebalance your investment portfolio. Read article.

Robert Farago

26 May 2023 | 4 min read



How to review your investments

Robert Farago | 26 May 2023

We discuss reviewing your strategy, performance and when it is or isn’t the time to rebalance your investment portfolio. Read article: How to review your investments .

Robert Farago

26 May 2023 | 4 min read


The growing cost of social care

Danny Cox | 26 May 2023

We share how to plan and prepare your finances for the costs of social care. Read article: The growing cost of social care.

Danny Cox

26 May 2023 | 5 min read


Is the future of wealth female?

Maike Currie | 26 May 2023

With women set to own 60% of the UK’s wealth by 2025, we take a closer look at the great wealth shift. Read article: Is the future of wealth female?.

Maike Currie

26 May 2023 | 2 min read


A financial adviser’s guide on inheritance tax and gifting

Hugh Breach | 26 May 2023

Our adviser takes you through inheritance tax and how to leave the most for your beneficiaries. Read article: A financial adviser’s guide on inheritance tax and gifting.

Hugh Breach

26 May 2023 | 5 min read


How to invest for retirement income – plus 3 fund ideas

Hal Cook and Joseph Hill | 26 May 2023

We share our ideas on how to generate a stable income in retirement and offer 3 fund ideas that could help you reach your income goals. Read article: How to invest for retirement income – plus 3 fund ideas.

Hal Cook and Joseph Hill

26 May 2023 | 8 min read


How to teach children about money – plus 4 investment ideas

Sarah Coles | 26 May 2023

We share our top five tips to teach children about money and offer one fund idea and three share ideas to get started. Read article: How to teach children about money – plus 4 investment ideas.

Sarah Coles

26 May 2023 | 9 min read


Investing like a millionaire – our ISA millionaires’ most popular funds

Sarah Coles | 26 May 2023

We share the secrets to success from our HL ISA millionaires. Read article: Investing like a millionaire – our ISA millionaires’ most popular funds.

Sarah Coles

26 May 2023 | 4 min read


Microsoft, Alphabet, Amazon and Meta – tech earnings takeaways

Sophie Lund-Yates | 5 May 2023

We look at the latest tech results and share the most important investor takeaways. Read article: Microsoft, Alphabet, Amazon and Meta – tech earnings takeaways.

Sophie Lund-Yates

5 May 2023 | 6 min read


Next week on the stock market

Sophie Lund-Yates | 5 May 2023

What to expect from a selection of FTSE 100, FTSE 250 and selected other companies reporting next week. Read article: Next week on the stock market.

Sophie Lund-Yates

5 May 2023 | 3 min read


The cost of having children – 5 money tips for new parents

Sarah Coles | 5 May 2023

For all the rewards that parenting can bring, it does come at a huge cost. Here are five tips to help. Read article: The cost of having children – 5 money tips for new parents.

Sarah Coles

5 May 2023 | 5 min read


iShares Physical Gold ETC: April 2023 Update

Alexander Watkins | 5 May 2023

In this update, Passive Investment Analyst Alexander Watkins shares our analysis on the manager, process, culture, ESG Integration, cost and performance of the iShares Physical Gold Exchange Traded Commodity (ETC). Read article: iShares Physical Gold ETC: April 2023 Update.

Alexander Watkins

5 May 2023 | 7 min read


Allianz Technology Trust: April 2023 update

Josef Licsauer | 4 May 2023

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, ESG integration, cost and performance of the Allianz Technology Trust. Read article: Allianz Technology Trust: April 2023 update.

Josef Licsauer

4 May 2023 | 8 min read


Remortgaging in 2023 – should you remortgage now or wait?

Sarah Coles | 4 May 2023

What’s next for mortgage rates and what are your options if you’re coming to the end of your mortgage deal? Read article: Remortgaging in 2023 – should you remortgage now or wait?.

Sarah Coles

4 May 2023 | 5 min read


Next week on the stock market

Matt Britzman | 28 April 2023

What to expect from a selection of FTSE 100, FTSE 250 and selected other companies reporting next week. Read article: Next week on the stock market.

Matt Britzman

28 April 2023 | 3 min read


Shares sector review – consumer discretionary

Sophie Lund-Yates | 27 April 2023

We look at how the consumer discretionary sector has performed, what’s in store for 2023 and the biggest future opportunities on offer. Read article: Shares sector review – consumer discretionary.

Sophie Lund-Yates

27 April 2023 | 6 min read


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