Analysis

Best Practice | analysis 7 Sep 17

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

Investment | analysis 5 Sep 17

Is 5% all an investor can hope for in returns over the next 10 years? With both investment managers and the regulator singing from the same hymn sheet, it appears this may well be the case.

Investment | analysis 4 Sep 17

Cash Isas are on the wane while the amount of money pumped into stocks and shares Isas is growing, but why is this and who is responsible?

Investment | analysis 4 Sep 17

Passive investments have become a more popular recommendation for advisers and portfolio managers in recent years. But are passives always the best option for investors, or is active management a better approach?

Fixed Income | analysis 1 Sep 17

Investors’ love affair with bond funds shows no signs of abating, with recent statistics from FundsNetwork showing the Sterling Corporate Bond sector was the most purchased peer group in July.