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In the first part of this two-part series we compare how the two vehicle’s legal structures, contribution limits, IHT planning and tax relief elements stack up.
To view a short series of illustrations put together by London & Colonial’s head of product & business development Adam Wrench click here
To view the second instalment click here
Investors are scurrying to lock in decade-high yields before rate hikes bring then down to earth
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
Rogier Quirijns of Cohen & Steers and Rathbones’ Craig Brown on the outlook for the property sector
Equity holdings in multi-asset funds surpassed their long-term average
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
Passive funds were the most popular purchase, accounting for 74% of all sales over the period
