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Three letters, ESG, have become a major driving force in investment decisions. ESG – environmental, social and governance – considerations are playing an ever-increasing role in investment decisions. What used to be classed as ethical investment, socially responsible investment (SRI) and green investment have now merged under the ESG banner. The table below gives a […]
The Spring Budget on 3rd March was not the end of the taxing story. The run up to the March Budget was accompanied by much press speculation about changes to capital gains tax (CGT), inheritance tax (IHT) and pension tax relief. The first two had been the subject of reports from the Office of Tax […]
Action Fraud continues to warn the public about a National Insurance scam, after it received over 34,000 more calls in February 2021 when compared to February 2020. Victims have reported receiving an automated telephone call telling them their “National Insurance number has been compromised” and in order to fix this and get a new number, […]
On 20 March 2020, a New York Times headline read, ‘Some Big Investors Are Stockpiling Cash to Prepare for Whatever Comes Next.’ The coronavirus had struck – and nobody knew what to expect. A statewide stay-at-home order was issued that very day. Investors were scared. At that stage, US equities had been crashing for a […]
Keeping up with the science Investment planning is now more of a science than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged a more scientific approach. But has your investment strategy kept up pace? Investment planning and asset allocation is a multi-stage process. The actual execution of investment transactions is virtually […]
New data shows how far UK dividends fell last year, but projections for 2021 suggest the declines are nearly over. In January 2021, ‘Link Asset Services’ published its latest findings covering the final quarter of 2020 and the year as a whole. The headline figure was that total dividends fell by 44% over the […]