In his latest video, Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork, looks at end of year pension tax planning. He reflects on this ‘special tax year’, with two mini-tax years’ operating in one and how the pre- and post-alignment pension input periods can be utilised for qualifying investors.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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