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Articles, interviews & expert comment

8 ways we’ll pay more tax from April and how to reduce your tax bill

Isabel McDougall & Sarah Coles | 29 March 2022

With the soaring cost-of-living and taxes rising, it’s important to understand how your finances could be affected. Here are five tips to help you avoid paying out more than you need to. Read article.

Isabel McDougall & Sarah Coles

29 March 2022 | 9 min read



8 ways we’ll pay more tax from April and how to reduce your tax bill

Isabel McDougall & Sarah Coles | 29 March 2022

With the soaring cost-of-living and taxes rising, it’s important to understand how your finances could be affected. Here are five tips to help you avoid paying out more than you need to. Read article: 8 ways we’ll pay more tax from April and how to reduce your tax bill.

Isabel McDougall & Sarah Coles

29 March 2022 | 9 min read


US funds sector review – inflation, interest rates and what it means for investors

Joseph Hill | 31 March 2022

With rates rising across the pond, we look at what it could mean for the US economy and how US funds are faring. Read article: US funds sector review – inflation, interest rates and what it means for investors.

Joseph Hill

31 March 2022 | 5 min read


Five shares to watch 2022 – first quarter update

Sophie Lund-Yates | 30 March 2022

We take a look at how our five shares to watch have done over the last three months. Read article: Five shares to watch 2022 – first quarter update.

Sophie Lund-Yates

30 March 2022 | 8 min read


Scottish American Investment Company: March 2022 Update

Henry Ince | 30 March 2022

In this investment trust update, Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost and performance of the Scottish American Investment Company. Read article: Scottish American Investment Company: March 2022 Update.

Henry Ince

30 March 2022 | 8 min read


Allianz Technology Trust: April update 2022

Josef Licsauer | 4 April 2022

Investment Analyst Josef Licsauer shares our analysis on the manager, process, culture, cost and performance of Allianz Technology Trust. Read article: Allianz Technology Trust: April update 2022.

Josef Licsauer

4 April 2022 | 6 min read


The gender pension gap – what can women do to better their retirement?

Helen Morrissey | 28 March 2022

We take a closer look at the gender pension gap and what women can do to help better their retirement. Read article: The gender pension gap – what can women do to better their retirement?.

Helen Morrissey

28 March 2022 | 7 min read


City of London Investment Trust: March 2022 update

Joseph Hill | 28 March 2022

Senior Investment Analyst Joseph Hill shares our analysis on the manager, process, culture, cost and performance of City of London Investment Trust. Read article: City of London Investment Trust: March 2022 update.

Joseph Hill

28 March 2022 | 6 min read


Investing in bonds – why ESG matters

Joseph Hill and Tara Clee | 28 March 2022

We look at the importance of environmental, social and governance (ESG) factors when investing in bonds. Read article: Investing in bonds – why ESG matters.

Joseph Hill and Tara Clee

28 March 2022 | 7 min read


Fidelity Special Values: March 2022 update

Dominic Rowles | 25 March 2022

In this investment trust update, Lead ESG Analyst Dominic Rowles shares our analysis on the manager, process, culture, cost and performance of Fidelity Special Values plc. Read article: Fidelity Special Values: March 2022 update.

Dominic Rowles

25 March 2022 | 7 min read


Next week on the stock market

Sophie Lund-Yates | 25 March 2022

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

25 March 2022 | 4 min read


The spring statement – what it means for you

Sarah Coles | 24 March 2022

With the Chancellor Rishi Sunak delivering the spring statement yesterday, we look at the main takeaways and what they could mean for your finances. Read article: The spring statement – what it means for you.

Sarah Coles

24 March 2022 | 6 min read


Investing in agriculture – good for growing returns?

Josef Licsauer | 22 March 2022

We take a closer look at agriculture, how it’s performed, the opportunities for investors and share two investment ideas. Read article: Investing in agriculture – good for growing returns?.

Josef Licsauer

22 March 2022 | 10 min read


The Ukraine crisis – latest update

Charlotte Walsh and Aaron Gibbs | 10 March 2022

As the tragic situation continues to develop, we intend to update our clients with the relevant information. Read article: The Ukraine crisis – latest update.

Charlotte Walsh and Aaron Gibbs

10 March 2022 | 5 min read


F&C Investment Trust: March 2022 Update

Henry Ince | 22 March 2022

Investment Analyst Henry Ince shares our analysis on the manager, process, culture, cost, and performance of the F&C Investment Trust. Read article: F&C Investment Trust: March 2022 Update.

Henry Ince

22 March 2022 | 7 min read


The rise of active ETFs – what are they and what does the future look like?

Alexander Watkins | 21 March 2022

We look at the growth of active Exchange Traded Funds (ETFs) across the globe and why they’re becoming increasingly popular with investors. Read article: The rise of active ETFs – what are they and what does the future look like?.

Alexander Watkins

21 March 2022 | 5 min read


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