A trust reaping the rewards of the healthcare revival
After a long period in the doldrums, the biotechnology sector is staging a comeback. A more benign interest…
‘I have £1.9mn – should I buy an annuity?’
Streamlining your investments as you approach retirement makes sense. Reorienting your portfolio from growth-focused, higher-risk assets to income-producing,…
‘I’ve sold £240,000 in shares – can I retire early?’
A significant cash injection can do wonders for a retirement plan. However, the impact will always depend on…
‘I have £800,000 – can I retire early and care for my parents?’
Caregiving is a costly business. Professional care can be prohibitively expensive, but providing care yourself can preclude you…
How to prepare for the pensions tax grab
Executors face a bureaucratic slog once pensions become subject to inheritance tax (IHT) on 6 April 2027. From…
Private Investor’s Diary: Three strategies that are paying off
If February marked the divergence of global equities from the US, March saw geopolitical events take centre stage.…
How to invest in the healthcare revival
There has traditionally been a comforting certainty that healthcare companies provide ballast in a portfolio. It was long…
An oversold US healthcare giant that’s now a bargain
Ideally, a value stock will have a clear reason for its recent devaluation, a strong balance sheet and…
‘We want to retire at 41 – how do we invest our £5mn?’
Being able to choose when to work and what to do is a life goal for many, and…
Hargreaves Lansdown overhauls Isa and pension fees
Hargreaves Lansdown users with large share, trust or ETF portfolios and those who invest in funds could face…
‘Will our final salary and state pensions be enough to live on?’
Defined-benefit (DB) pensions are rare outside the public sector, but if you are lucky enough to have one,…
The best Isas and pensions for investment trusts
On the surface, it is easy to categorise investment trusts as you would open-ended funds. After all, both…