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Articles, interviews & expert comment

HMRC successfully appeal tax case on loyalty bonuses

Danny Cox | 9 August 2019

A loyalty bonus is a discount provided against the ongoing management charges paid by investors, thereby saving them money on their investments. Read article.

Danny Cox

9 August 2019 | 3 min read



HMRC successfully appeal tax case on loyalty bonuses

Danny Cox | 9 August 2019

A loyalty bonus is a discount provided against the ongoing management charges paid by investors, thereby saving them money on their investments. Read article: HMRC successfully appeal tax case on loyalty bonuses .

Danny Cox

9 August 2019 | 3 min read


Woodford Equity Income – Link confirms suspension likely until December

Emma Wall, Head of Investment Analysis | 23 August 2019

Link Asset Services (the fund’s Authorised Corporate Director) confirmed that trading in the Woodford Equity Income Fund remains suspended. Read article: Woodford Equity Income – Link confirms suspension likely until December.

Emma Wall, Head of Investment Analysis

23 August 2019 | 1 min read


Pension freedoms triggers retirees to change behaviour

Nathan Long | 28 August 2019

We take a look at how pension freedoms have changed people's behaviours for the better. Read article: Pension freedoms triggers retirees to change behaviour .

Nathan Long

28 August 2019 | 4 min read


iPad app update

Stuart MacDonald | 10 September 2019

From 14 October, we’ll be discontinuing the HL Live app for iPad Read article: iPad app update.

Stuart MacDonald

10 September 2019


All set for a value revolution?

Nadeem Umar, Research Editor | 3 October 2019

We’ve seen how technological revolutions leave their mark on the stock market. And they tend to create winners and losers. Read article: All set for a value revolution?.

Nadeem Umar, Research Editor

3 October 2019 | 3 min read


One man’s trash is another man’s treasure

Emma Wall, Head of Investment Analysis | 3 October 2019

Emma Wall explains how to profit from going against the herd. Read article: One man’s trash is another man’s treasure.

Emma Wall, Head of Investment Analysis

3 October 2019 | 4 min read


Overgrown – should investors cut back on growth?

Dominic Rowles, Investment Analyst | 3 October 2019

It’s hard to find fault with easy-to-understand companies able to defend themselves from competition but investors must be careful not to over pay. Read article: Overgrown – should investors cut back on growth?.

Dominic Rowles, Investment Analyst

3 October 2019 | 4 min read


Screening for stock picks

Nicholas Hyett, Equity Analyst | 3 October 2019

Nick Hyett explains how we use a simple screen to identify two stocks with very different characteristics. Read article: Screening for stock picks.

Nicholas Hyett, Equity Analyst

3 October 2019 | 4 min read


Gilts – the risk free asset?

Joseph Hill, Investment Analyst | 3 October 2019

Joseph Hill navigates the murky world of inverted yield curves and investors paying to lend money. Read article: Gilts – the risk free asset?.

Joseph Hill, Investment Analyst

3 October 2019 | 4 min read


Tips for talking to your partner about money

Ryan Kenny | 21 November 2019

Managing your money together could help you achieve your goals. Here’s how to broach the subject and some tips for you to build towards a healthy financial future. Read article: Tips for talking to your partner about money.

Ryan Kenny

21 November 2019 | 4 min read


Ideas to discuss money and get help from the experts

Ryan Kenny | 21 November 2019

Getting to grips with your money needn’t be as difficult as you might think. Here's how to get help. Read article: Ideas to discuss money and get help from the experts.

Ryan Kenny

21 November 2019 | 2 min read


How to talk to your parents about money

Georgia Tivadar | 21 November 2019

It might be awkward but a chat about money now will benefit both sides in the long run. Read article: How to talk to your parents about money.

Georgia Tivadar

21 November 2019 | 3 min read


How to talk about money at work

Thomas Nunn, Workplace Communications Manager | 21 November 2019

Your workplace isn't just where you earn money – it's where you can learn about it too. Read article: How to talk about money at work.

Thomas Nunn, Workplace Communications Manager

21 November 2019 | 4 min read


How to talk to your children about money (and why you should)

Georgia Tivadar | 21 November 2019

Your children will learn about money from you – here’s how to teach them great habits. Read article: How to talk to your children about money (and why you should).

Georgia Tivadar

21 November 2019 | 4 min read



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