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Featured news
Burnham’s Britain – economic priorities to consider?
With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges ahead.
SpaceX and the billion-dollar indexing dilemma
SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why? All stock market indices have eligibility criteria which companies must meet in order to be listed on them.
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Burnham’s Britain – economic priorities to consider?
With the support of 90% of Labour MPs (349 in total), Andy Burnham has replaced Sir Keir Starmer as the UK’s prime minister for the remainder of this parliament, ending in August 2029 (at the latest). While pledging to do things differently, there are many challenges ahead.
SpaceX and the billion-dollar indexing dilemma
SpaceX has become one of the largest companies on the planet. Yet despite its size, it currently doesn’t qualify for inclusion in the US’s flagship stock market index, the S&P 500. Why? All stock market indices have eligibility criteria which companies must meet in order to be listed on them.
Coming home to retire? Tax implications for returning expats
If you live abroad, there may be many appealing reasons to return to the UK for your later years. But the emotional pull – such as wanting to be closer to family or return to a familiar place – should be balanced against the costs of returning home. You will need to weigh up the relative cost of living in the UK and your overall financial position, including the tax rules that apply to returning expats.
Women & wealth: A growing frontier
Women own more wealth than at any time in history. Money is being earned, created through entrepreneurship, and inherited by women through wealth transfer at a rapidly growing rate. But for many women there are still significant barriers to growing their wealth and gaining financial security.
The taxable benefits of buying an annuity
Changes to inheritance tax (IHT) rules which will bring most pensions into scope from next April are changing how people think about retirement planning, with more turning once again to annuities. For many years annuities have been firmly out of fashion. This followed the introduction of pension freedoms in 2015 which made it much easier for people to take out money from their pension fund, rather than having to buy an annuity.
Mortgage rule changes could help more self-employed & older borrowers
The self-employed, older borrowers, first-time buyers, and workers paid in a foreign currency are among those who could benefit from a relaxation in mortgage lending rules. The regulator, the Financial Conduct Authority, has published a consultation into its proposed mortgage rule changes. The reforms, if introduced, would give lenders greater flexibility when lending to specific groups.
Women & wealth: Navigating the financial future
Female wealth is growing at pace, fuelled by inheritance, more women in higher earning careers, and a rise in female entrepreneurship. Yet it is not a consistent picture across the board; research tells us that many women are facing gaps in their finances. As the largest provider of financial advice in the UK, St. James's Place is committed to helping women take charge of their financial future.
Approaching retirement: what is the right time to de-risk?
Moving from decades of building wealth to relying on investments for income is a significant transition. At this point, many people begin to think more carefully about risk, particularly how much of it they are comfortable taking.
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