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Articles, interviews & expert comment

Cash ISA vs Stocks and Shares ISAs – what are people looking at this year?

Jason Roberts | 4 April 2023

The 2022/23 tax year ends tomorrow at midnight. We use Google Trends to see if people are looking at Cash ISAs or Stocks and Shares ISAs. Read article.

Jason Roberts

4 April 2023 | 6 min read



Cash ISA vs Stocks and Shares ISAs – what are people looking at this year?

Jason Roberts | 4 April 2023

The 2022/23 tax year ends tomorrow at midnight. We use Google Trends to see if people are looking at Cash ISAs or Stocks and Shares ISAs. Read article: Cash ISA vs Stocks and Shares ISAs – what are people looking at this year? .

Jason Roberts

4 April 2023 | 6 min read


BlackRock World Mining Trust: April 2023 update

Josef Licsauer | 5 April 2023

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

Josef Licsauer

5 April 2023 | 8 min read


China re-opening – an expert view on what’s next

Alexander Watkins | 3 April 2023

We take a closer look at China’s post-COVID re-opening and share an expert view on what’s next for China. Read article: China re-opening – an expert view on what’s next.

Alexander Watkins

3 April 2023 | 4 min read


Self-employed guide to the end of the tax year

Helen Morrissey and Sarah Coles | 3 April 2023

Do you work for yourself? Here are some of the key allowances to take advantage of before the end of the tax year on 5 April. Read article: Self-employed guide to the end of the tax year.

Helen Morrissey and Sarah Coles

3 April 2023 | 6 min read


The most bought ISA and pension funds this tax year

Jason Roberts | 31 March 2023

Discover which funds HL ISA and SIPP investors bought during the 2022/23 tax year. Read article: The most bought ISA and pension funds this tax year.

Jason Roberts

31 March 2023 | 4 min read


How to pass on wealth tax efficiently

Sarah Coles | 31 March 2023

We take a look at the different ways you can pass wealth onto younger generations using ISAs. Read article: How to pass on wealth tax efficiently.

Sarah Coles

31 March 2023 | 6 min read


Next week on the stock market

Derren Nathan | 31 March 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.

Derren Nathan

31 March 2023 | 4 min read


Pension lifetime allowance protections – what you need to know

Helen Morrissey | 30 March 2023

Taken out protection against lifetime allowance cuts? Here’s what the 2023 spring budget pension changes could mean for you. Read article: Pension lifetime allowance protections – what you need to know.

Helen Morrissey

30 March 2023 | 5 min read


BAE, Melrose and Rolls Royce – opportunity ahead?

Aarin Chiekrie | 30 March 2023

With some of the UK’s largest aerospace and defence companies reporting full-year results, we share how they’ve done and what could be next. Read article: BAE, Melrose and Rolls Royce – opportunity ahead?.

Aarin Chiekrie

30 March 2023 | 8 min read


Where to invest during stock market uncertainty

Kathleen Brooks | 30 March 2023

What types of investments should you look for in stock market and economic downturns? Here’s a closer look. Read article: Where to invest during stock market uncertainty.

Kathleen Brooks

30 March 2023 | 6 min read


Ask our experts – 3 electric vehicle shares to watch in 2023

Sophie Lund-Yates | 29 March 2023

As part of our new ask our experts series, we take a look at 3 electric vehicle shares ideas investors could consider. Read article: Ask our experts – 3 electric vehicle shares to watch in 2023.

Sophie Lund-Yates

29 March 2023 | 6 min read


F&C Investment Trust: March 2023 Update

Aidan Moyle | 30 March 2023

Investment Analyst Aidan Moyle shares our analysis on the manager, process, culture, cost, and performance of the F&C Investment Trust. Read article: F&C Investment Trust: March 2023 Update.

Aidan Moyle

30 March 2023 | 7 min read


11 higher-rate tax saving tips and strategies

Sarah Coles | 28 March 2023

Over two million more people are likely to be higher-rate taxpayers by 2028. We share 11 tips to help higher-rate taxpayers cut their tax bill this end of tax year. Read article: 11 higher-rate tax saving tips and strategies.

Sarah Coles

28 March 2023 | 6 min read


The best Cash ISA rates in a decade – 3 reasons why you should consider a Cash ISA this tax year

Duncan Jeffery | 27 March 2023

Rising Cash ISA rates aren’t the only reason to consider a Cash ISA this year. We look at why you could consider a Cash ISA if you don’t want to pay more tax than you need to. Read article: The best Cash ISA rates in a decade – 3 reasons why you should consider a Cash ISA this tax year .

Duncan Jeffery

27 March 2023 | 5 min read


Scottish income tax changes from April – what you need to know

Isabel McDougall | 27 March 2023

Scottish income tax changes in April are expected to raise over £15.8bn. If you’re a Scottish rate taxpayer, here’s how your paycheck could be impacted. Plus, three ways to cut your tax bill. Read article: Scottish income tax changes from April – what you need to know.

Isabel McDougall

27 March 2023 | 4 min read


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