What do we mean by ‘systematic investing’?
Systematic investing is an active, rules-based investment approach. These rules focus on performance indicators and are applied across a fund’s investment universe in order to enhance returns or manage risks. Combining different types of investment strategies, such as...
Getting on top of Capital Gains Tax
Last year’s Budget changes means it’s more important than ever to get on top of Capital Gains Tax (CGT), so you can manage your assets as tax-efficiently as possible. Capital Gains Tax (CGT) may not be the UK’s ‘most hated’ tax, (that honour goes to Inheritance Tax),...
Why set up a personal pension if you’re self-employed
If you’re self-employed, setting up your own pension can give you greater freedom, flexibility and peace of mind about your long-term future. Once upon a time we didn’t pay our pensions much attention. Workplace pensions, arranged by our employer, were the norm, and...
Tax planning strategies business owners should know
From start-up to sale and exit, tax planning is central to running a successful small business. Discover the tax strategy tips that’ll help you make the most of your finances. Spotting a gap in the market or coming up with an innovative service or product is...