In his latest article Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork, looks at how Discounted Gift Schemes will be affected by the 10-year anniversary of the Finance Act 2006. This Act contained radical changes to the taxation of trusts for inheritance tax purposes, and now appropriate trust valuations are required to ascertain the amount payable.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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