Portfolio construction in 2025: The importance of diversification extends beyond asset classes
Diversification must go beyond spreading investments across equities, bonds, and cash (Source: Professional Adviser)
VCTs
UK investment industry hits record £10trn AUM
According to the Investment Association (IA), assets under management (AUM) in the UK investment management sector grew by 10% in 2024, reaching a record high of £10 trillion. (Source: Investment Week)
UK investment industry hits record £10trn AUM Read More »
ESG Accord: The Financial Lives Survey is a wake-up call
The FCA’s newly released Financial Lives Survey 2024 offers a wealth of insights that should capture the attention of everyone in the financial advice sector. (Source: Money marketing)
ESG Accord: The Financial Lives Survey is a wake-up call Read More »
Advisers warned not to put all ‘eggs in one basket’ with IHT planning
Strong communication skills will be invaluable for advisers discussing upcoming IHT changes with clients, says Rob Morgan, chief investment analyst at Charles Stanley. (FT Adviser)
Advisers warned not to put all ‘eggs in one basket’ with IHT planning Read More »
Dividend tax squeeze to hit record 3.7 million people
Quilter, using a Freedom of Information request, has obtained new HMRC data showing the scale of the dividend tax squeeze on investors, with the number of people liable for dividend tax projected to hit a record 3.67 million in the 2024/25 tax year. (Source IFA Magazine)
Dividend tax squeeze to hit record 3.7 million people Read More »
Five reasons VCTs could make sense for your clients and your business
Kirsty Barr outlines why now is the ideal moment for advisers to explore the benefits of incorporating VCTs into their clients’ strategies. (Professional Adviser)
Five reasons VCTs could make sense for your clients and your business Read More »
VCTs remain an attractive investment option, 30 years on, but aren’t delivering their full potential
Venture Capital Trusts (VCTs) have played a significant role in the UK economy for the last three decades by channeling private investment into early-stage and high-growth companies. (Source IFA Magazine)
Advisers ‘like the story of VCTs’, says Albion Capital
The tax relief that venture capital trusts (VCTs) bring is only one part of the attractiveness behind the investment vehicle. Financial advisers also “like the story” behind them (Source: Money Marketing)
Advisers ‘like the story of VCTs’, says Albion Capital Read More »
‘VCTs have gone from niche to mainstream in past 30 years’
In the 30 years since they were introduced, Venture Capital Trusts have gone from “niche to mainstream”, according to Chris Lewis, chair of the Venture Capital Trust Association. (Source FT Adviser)
‘VCTs have gone from niche to mainstream in past 30 years’ Read More »
‘Huge opportunity with out of favour private equity trusts’
Private equity investment trusts, though ‘hugely out of favour,’ offer a gateway for investors exploring higher-risk opportunities, says Peter Walls. (Source FT Adviser)
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