Month: July 2023

Are we entering an investment bond renaissance?

Exploring why they are an attractive option to mass-affluent investors

Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. Historically, numerous investors have opted for a 60% equities and 40% bonds split in their portfolios, as these two assets often (keep in mind, not always) exhibit contrasting performances under varying economic circumstances – a beneficial attribute during market volatility.

Responsible asset selection

Supporting responsible practices and contributing to a sustainable future

Environmental, Social and Governance (ESG) investing is a strategy that focuses on companies that prioritise environmental, social and governance factors in their operations. Investing in these businesses aims to support responsible practices and contribute to a sustainable future.

10 reasons to get your tax return filed now

British workers overpay £8.2bn in tax due to wrong codes

According to new research, more than two-fifths (43%) of UK adults who have checked their tax code have found they are on the wrong one [1]. While a fifth (20%) of those who were on the wrong tax code were underpaying, almost three-quarters (71%) were overpaying as a result.