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Exchange Traded Funds (ETF) get active

Sep 1, 2020 | Newsletter

Active managers are beginning to take ETFs seriously. Last month one of the biggest holdouts to the vehicle, Dimensional Fund Advisors, announced it would offer strategies as active ETFs for the first time and it is far from alone in making the move. Another giant, T....

What CGT changes could mean

Aug 27, 2020 | Newsletter

Rishi Sunak’s brief to the Government’s tax gurus includes looking at whether the levy on asset sales is ‘fit for purpose’, ways it can ‘distort behaviour’, and the current regime of allowances, exemptions and reliefs. That all...

Protect your Pension Pot Post Pandemic

Aug 10, 2020 | Newsletter

Pension savers and investors have seen the value of their pots fall due to the coronavirus epidemic – but there are ways to mitigate against future falls. March saw the FTSE100 plunge 11% – its worst day since Black Monday in 1987 as £160 billion was wiped...

Furlough and Tax Bills

Aug 5, 2020 | Newsletter

Many SMEs are making errors on their applications for the Government’s furlough scheme, meaning they will have to repay thousands of pounds back to HMRC later. Many small business applications for the furlough grant include the cost of their Employer’s National...

ESG investment popularity increases

Jul 29, 2020 | Newsletter

Investment decisions based on environmental, social and governance (ESG) factors are growing in popularity among investors, despite a limited understanding of what they entail, research has found. The 2020 Financial Adviser survey, conducted by fund data and...

Are We At the Bottom of the Market?

Jul 21, 2020 | Newsletter

It is not easy to tell what the FTSE 100 index bottom is. However, we can see when a stock market crash starts. Further, we know that it can take a long while before FTSE 100 finds its groove again. This information tells us two things. One, our investing window to...