Passing on your wealth to charitable causes
Philanthropic giving can be a tax-efficient way to put your hard-earned money to good use
Comment & Analysis
5098 articles found
Most wealth managers expect further increase in ETF investing, HANetf survey finds
Some 87% of those surveyed reported increased investment in ETFs in 2022, with 81% saying they expect to see increased investment in ETFs this year.
Ten Trends For Wealth Management In 2023
Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind.
Tackling the UK Gender Pensions Gap
Is it time for a more radical approach to closing the gender pensions gap?
Schroders Equity Lens January 2023: your go-to lens on global equity markets
Our latest analysis highlights the charts and data that matter to global equity investors.
Inflation’s gravity check: what goes up, must come down
The chances of sidestepping deep recessions in 2023, and then pausing interest rate hikes, are growing.
Self-Assessment tax return – 10 tips to help you hit the January 31 deadline and avoid overpaying
From checking whether you need to file a return to leaving enough time to register or input your information and taking advantage of tax allowances to reduce your bill, acting now will stop you facing hefty fines
ScS completes acquisition of sofa in a box pioneer Snug with the support of Evelyn Partners
In the financial year 2021 the company recorded revenues in excess of £30m, up from £7m a year earlier.
Alternatives enter a new era
The resulting contrast between equity and bond indices’ 10% fall and alternatives’ rise is stark.
An increasing number of Swiss companies are hedging against currency risks
Around half of the companies anticipate lower real GDP growth in 2023.
The case for Chinese onshore convertible bonds
More importantly, what makes China’s onshore market so appealing is not its size but the set of investor-friendly clauses that it provides.
Ex-SJP adviser joins Love Island
Ron Hall, a former adviser at St James’s Place partner practice AJG Wealth Management, left the firm to find love and/or fame.