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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