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Personal Finance

  • 15 socially responsible investing ideas for your ISA

    February 8, 2021

    Sustainable investment funds have exploded in popularity in the last few years, now holding more than $1 trillion of investors’ cash as the ‘Blue Planet effect’ made people rethink the impact of their choices on the planet.  These funds have also proven themselves against their rivals – over the last 15 years, ethical funds have [...]

  • How the pros use ISAs to cut clients’ tax bills

    February 8, 2021

    ISAs are more than just places to park some extra cash to grow tax-free. Used with a bit of sophistication, they can cut your tax bill by thousands of pounds. Professional financial advisers use ISAs for modestly wealthy clients up to those with multi-million pound portfolios. Why? Because they work. Here’s how to get the [...]

  • How to use ISAs to simplify your life

    February 8, 2021

    ISAs are an incredibly useful savings and investment tool which should form the bedrock of your financial planning strategy. They can even help you simplify and streamline your personal finances for an easier life. Here’s how.   Spend less time on your tax return If you complete a self-assessment tax return, any interest, capital growth or [...]

  • Vaccines, central banks and a value revival: What’s driving investment decisions in 2021?

    February 8, 2021

    In 2020, there was only one story in town: the coronavirus crisis, and newsflow about the pandemic was the biggest driver of stock markets. With macroeconomic news affecting investments more than ever before, what are the key issues that will shape the experts’ investment decisions this year, and what could it mean for your investment [...]

  • How the experts would invest £1,000 in an ISA right now

    February 8, 2021

    Stocks and shares ISAs are a tax-efficient way to potentially grow your money by investing, so they should be an essential part of your overall wealth planning. But, with such a wide array of investment choice, the hardest part is deciding what to put in them. To give you some food for thought, we asked [...]

  • Should you invest in P2P lending through your ISA?

    February 8, 2021

    Cash and stocks and shares aren’t the only choices when it comes to using your ISA allowance. You can also back British business and individuals through peer-to-peer lending using an Innovative Finance ISA (IFISA). An IFISA lets investors earn interest from peer-to-peer loans tax-free. You can use part of your £20,000 ISA allowance but can [...]

  • What are VCTs and EIS? A quick guide

    February 8, 2021

    For investors willing to take a chance on smaller and less well-established companies, venture capital trusts (VCTs) and enterprise investment schemes (EIS) offer the opportunity to support up-and-coming businesses.  EIS and VCTs can complement other long-term investments like ISAs and pensions, and can be used as an overspill for extra cash once those annual allowances [...]

  • Calls to ‘send Philip Green the bill,’ as pension lifeboat fund begins Topshop assessment

    February 4, 2021

    There have been fresh calls for the government to step in and demand retail tycoon Philip Green to plug Arcadia’s pension deficit, as the pensions lifeboat fund begins assessing the scheme. Earlier this week online retailer Asos said it had bought Topshop, Topman, Miss Selfridge and HIIT brands from Arcadia, which fell into administration in [...]

  • City watchdog to crack down on ‘buy now pay later’ firms

    February 1, 2021

    The City watchdog is preparing to move in on so-called buy now pay later firms such as Klarna following a review of the unsecured credit market. The Financial Conduct Authority (FCA) will this morning publish a report by interim chief executive Chris Woolard recommending that the sector be brought under the regulator’s remit, Sky News [...]

  • Pension funds will reap rewards from playing a part in the UK’s green drive

    January 28, 2021

    In November, heads of state, climate experts and campaigners will come together in Glasgow for the United Nations Climate Change Conference, the biggest summit ever hosted by the UK, to discuss, and commit to, ambitious climate targets and concrete steps to protect our planet. International collaboration is essential, but the success of global action will comprise the [...]

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