Investment - Articles

Search Results Page 1 of 133.

1 2 3 4 5 6 7 8 9 10 11 12 Next Last

OBR upgrades CGT receipts by £6.1 bn by end of the decade

The OBR’s Economic and Fiscal Estimates publication shows that Capital Gains Tax (CGT) is now estimated to raise an additional £6.1 billion between 2025-26 and the end of the decade. Of that increase, around £2.7 billion is attributed to the reduced CGT relief on disposals to employee ownership trusts from 2026-27 onwards, while around a further £3.4 billion is forecast to be hauled in by The Treasury due to rising equity prices.

Posted on Tuesday Jan 27

Mills Review on AI reshaping retail financial services

The FCA has launched a review into the implications of advanced AI on consumers, retail financial markets and regulators. The Review will be led by Sheldon Mills and builds on the FCA’s existing work on AI. This includes its AI Discussion Paper, AI Sprint, and AI Lab including AI Live Testing and its groundbreaking Supercharged Sandbox supported by NVIDIA.
Posted on Tuesday Jan 27

PIC completes buyin for Primula Ltd Pension Scheme

PIC has concluded a £6.6 million buy-in for the Primula Limited Pension Scheme (‘the Scheme’), securing the benefits for all 74 Scheme members.
Posted on Tuesday Jan 27

Stocks brush off Trump’s tariff and military escalations

FTSE up at the open. Strong start for Sage but no upgrade. Asian bourses rally despite fresh tariffs on South Korea. Gold and Silver rallies resume ahead of the first Fed decision for 2026US Stock Futures mixed. American forces gather in Persian Gulf but oil price dips
Posted on Tuesday Jan 27

Aviva completes buyin for Finnair Oyj Retirement Scheme

The Finnair Oyj Retirement Benefit Scheme (“the Scheme”) has secured a £4 million full scheme buy-in with Aviva. The Scheme is sponsored by Finnair Oyj (“the Sponsor”), the flag carrier and largest airline of Finland. The buy-in was completed in October 2025, with support provided by the Sponsor to secure the full benefits of the 20 remaining uninsured members.
Posted on Monday Jan 26

Investors sour on US volatility as US risks money illusion

US investors risk ‘money illusion’, where rising portfolios mask declining international purchasing power as dollar falls. Eyes turn next to Fed chair race, but appointment ‘unlikely to overshadow deeper drivers shaping asset allocation’
Posted on Monday Jan 26

Savers lose almost £7bn to inflation while they sleep

Savers lost almost £7bn to inflation as they slept last year, as the real value of their nest eggs was quietly eroded. Inflation has risen more than expected to 3.4%, underlining that price pressures remain above target. Analysis highlights the hidden cost of holding too much cash for too long
Posted on Monday Jan 26

Royal London confirm BPA transaction with Oxford Instruments

Royal London has secured a £213 million bulk purchase annuity (BPA) transaction with the Oxford Instruments Pension Scheme. The Scheme is sponsored by Oxford Instruments plc, a leading provider of scientific technology tools and expertise to academic and commercial partners.
Posted on Thursday Jan 22

Stocks rise as Trump puts tariff threat back in his pocket

FTSE 100 rebounds towards record levels. UK Government borrowing comes in below expectations. US futures gain after Wall Street’s bounce. US jobs and inflation to take centre stage today. Brent crude oil prices fall below $65ABF
Posted on Thursday Jan 22

Inheritance Tax creeping towards another record haul

Just Group and Utmost comment on Inheritance Tax (IHT) receipts recording a total of £6.6 billion through the first nine months of 2025/26, an increase of £232 million (4%) compared to the same period in 2024/25 (£6.3 billion). It puts collections on track to exceed last year’s total of £8.2 billion and register a fifth consecutive annual record.

Posted on Thursday Jan 22

Inflation blip could disappear next month

CPI inflation rose to 3.4% in December – from 3.2% in November. On a monthly basis, it was up 0.4% - compared to 0.3% a year earlier. Core CPI (excluding energy, food, alcohol and tobacco) was 3.2% (unchanged from November) and services inflation was 4.5% (up from 4.4%).This is expected to ease again in January. Why, and what it means for you.
Posted on Wednesday Jan 21

Reeves warned that ISA reforms are doomed to fail

Rachel Reeves’ overhaul of ISAs is ‘doomed to fail’ in its goal of boosting retail investing in the UK, AJ Bell chief executive Michael Summersgill warns
Posted on Tuesday Jan 20

PIC ties up buyin with Dr Martens Airwair Group Pension

Pension Insurance Corporation plc (“PIC”), a specialist insurer of defined benefit pension schemes, has concluded a £37.5 million buy-in with the Dr Martens Airwair Group Pension Plan ('the Plan'), covering the 455 Plan members.
Posted on Tuesday Jan 20

Impact of geopolitical uncertainty on markets

Commenting on the impact of geopolitical uncertainty and its effect on markets, Chris Arcari, Head of Capital Markets, Hymans Robertson, said: “Geopolitical uncertainty is rising up the agenda, with tensions flaring in multiple geographies.
Posted on Tuesday Jan 20

FTSE 100 set to take a breather while geopolitics turn icy

FTSE 100 set to take a breather as oil and gold head lower amid easing of Iran tensions. Wall Street set to head higher at the end of the week, buoyed by corporate results. Surge in TSMC chip sales indicate the AI juggernaut has further to run. Geopolitics turn icy, with the US ambitions in Greenland in focus.
Posted on Friday Jan 16

Self Assessment: Beware child benefit trap and your pension

Self-employed and higher earners need to submit their return online by 31st January. With frozen thresholds exposing more families to the High-Income Child Benefit charge, many are at risk of being caught out if they don’t submit a return. Completing a self-assessment is vital to ensure higher earners are claiming the correct pension tax relief. Standard Life answers key self-assessment questions ahead of the deadline
Posted on Thursday Jan 15

Economic green shoots showing as FTSE 100 flirts with 10,200

FTSE 100 starts day flat after another record close. Services drive better than expected UK GDPUS stock futures flat after wholesale prices muddy the inflation outlook. Brent Crude prices pull back as Trump tones down the rhetoric on Iran. TSMC: AI buildout is just getting started
Posted on Thursday Jan 15

Trump 2.0 one year on: Market winners and losers

It will be one year of Trump’s second spell in the White House on 20 January 2026. Unpredictable behaviour by the president has given investors a lot to digest. Why gold, defence stocks, banks and European shares prospered. Why bitcoin, Tesla, Nike, Lululemon and Kenvue soured. The sectors that failed to live up to the Trump hype
Posted on Wednesday Jan 14

UK higher at the open but oil rally runs out of steam

FTSE 100 opens higher. US markets react to well-behaved inflation. Salesforce down 7% on AI disruption fears. Oil snaps back after four-day rally
Posted on Wednesday Jan 14

Property wealth makes up 47% of IHT paying estates in London

Property wealth accounts for 47%, on average, of the value of IHT-paying estates in London; 42% in the South East and East of EnglandFOI breaks down estate assets by region to show areas where property makes up the biggest proportion of IHT-paying estates
Posted on Wednesday Jan 14

Scottish Budget: tax load on high earners and homes over £1m

The basic and intermediate income tax bands in Scotland will rise 7.4%, but there will be a freeze on thresholds for higher earners in Scotland. Scotland has six income tax bands, in contrast to England, Wales and Northern Ireland where there are just three. There will be also be two new council tax bands by 2028 for properties in Scotland worth over £1 million.
Posted on Tuesday Jan 13

Collaboration is key to achieving financial inclusion

Responding to the UK Treasury Committee’s Financial Inclusion Strategy inquiry, the Institute and Faculty of Actuaries (IFoA) has called for a focus on collaboration to ensure that the most vulnerable in society are provided with sufficient financial support.
Posted on Tuesday Jan 13

PIC complete full buyin for Siemens Healthineers UK Benefits

PIC has concluded a £213 million full buy-in with the Trustees of The Siemens Healthineers Benefits Scheme (the 'Scheme') in the United Kingdom. The buy-in secures the benefits of 703 pensioners and 967 deferred members and dependants.
Posted on Tuesday Jan 13

Frozen thresholds mean more hit 60% tax rate

New HMRC figures obtained by Rathbones show increasing tax burden on millions. Record numbers earning six figures means more will be hit by 60% marginal tax rate, with frozen thresholds until 2031 hurting more ‘HENRYs’
Posted on Monday Jan 12

Consumers increasingly turn to finance from insurers

44% of insurance customers using credit rely on finance from insurers and premium finance, Premium Credit’s Insurance Index shows. Nearly six out of 10 insurance customers use some form of credit to pay one or more policies
Posted on Monday Jan 12