AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009
News
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The asset allocator diary: David Lewis
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
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ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
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FCA proposes extending investment research rules to pooled funds
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families
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Trump tariffs: A looming disaster for the global economy?
Ahead of today’s election, SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Calastone: Equity funds suffer worst outflows on record
Bonds balloon by £631m while money markets increase £402m
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Quilter Cheviot hires former 7IM MD for newly-created head of advice role
Colin Rowe to take on position in January, subject to regulatory approval
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What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’