Tag Archives: Investments

Sustainability Without Compromise

Socially responsible investing

Investors around the world are increasingly conscious of how business practices may impact the environment and, in turn, future generations. As a result, many investors are interested in how to align their sustainability values with their investment goals. More than 10 years ago, Dimensional launched its first sustainability investment strategy, based on the idea that […]

Global Diversification

Holding investments in many different countries broadens the potential opportunities available to you and can help to reduce the overall risk of your investments. Global diversification is an important consideration when we construct investment portfolios and last year, like most years, was a good example of why.

Tax Effective Investing

How to minimise tax on dividend-producing investments. Are you a ‘would be’ equity investor? Investors, especially cautious investors, have a serious dilemma they hate the low rates of interest on cash deposits, but they are concerned about the volatility of share prices and the chance of losing money through investing in the stock market. So, […]

What Future Higher Rate Pension Relief?

In the third of the prime ministerial debates, Gordon Brown indicated that higher rate relief would be restricted for those with income of £100,000 or more (a much lower income threshold than that applicable under the anti-forestalling provisions or the new restricted relief provisions due to take effect from April 2011).  Although it was subsequently […]