Investment
The latest investment news by asset class
Latest news 3 Jun 26
Utmost warns tax on wealthy non-resident property owners will be detrimental to UK
The government is mulling plans to levy an additional non-resident premium on expats who own properties worth more than £2m
Financial planning 1 Jun 26
Quilter launches targeted support offering through Quilter Invest
Assessments used to determine if investments are suitable for the customer
Fixed Income 18 May 26
Quilter appoints PIMCO for new Global Government Bond fund
Quilter’s WealthSelect Managed Portfolio Service has immediately introduced the new fund into its managed portfolios
What most high-earning expats don’t know about accessing capital
Most high-earning expats are sitting on a significant financial advantage they’ve never been told about. It’s not a product. It’s not a strategy. It’s a question nobody asks before making one of the most common and costly decisions wealthy families make: selling investments to fund something else. Understanding why that’s often the wrong move, and […]
Pension Schemes Bill passes through parliament after mandation ‘ping pong’
The Bill has been passed back and forth as peers battled to get the mandation clause removed
The biggest mistakes I’ve seen advisers make (and how to avoid them)
Mistakes don’t tend to be dramatic – they’re usually quiet and incremental, says Sam Instone of AES
Cash admin fee charged on Australian expat superannuation fund set to rise
The letter sent to customers stressed that the underlying interest earned within the account “remains competitive”
UK and Australia sign MoU to unlock investment
The MoU was signed by UK Chancellor of the Exchequer Rachel Reeves and Australian Treasurer Jim Chalmers