Alan, 73, is returning to the Portfolio Clinic after two years because as a result of the changes announced in Labour’s Autumn Budget, his old inheritance tax (IHT) strategy is no longer viable.

Aviva (AV.) is set to buy Direct Line (DLG) for almost £4bn in cash and shares, having struck a preliminary deal earlier this ...

The latest Budget stands to further increase the size of the state at a time when the economy is crying out for major ...

American exceptionalism is set to be the talk of 2025, but for investors it has always been a theme: the after-inflation ...

We find the best markets, shares, funds and methods to make sure you get the most out of your portfolio next year ...

Robin Hardy assesses the attractions of the UK's smaller technology businesses with a market value of around £500mn or less ...

In 2024, the US economy reigned supreme. According to OECD figures, the country outperformed its rivals with real GDP growth ...

It might not be the greatest Christmas film about banking (see Trading Places ), but the 1946 picture about George Bailey, a ...

But software and IT wasn’t going away, and profits were getting stickier with each passing year. So in some senses, you ...

In 1990, economists won a Nobel Prize for identifying the risk of having an overly correlated portfolio. However, in 2024 the stock market put that risk aside as it became historically concentrated ...

The FTSE 250 company, which operates the Transact investment platform for financial advisers and their clients, grew funds ...

After a busy year of geopolitical changes, there is a lot of ground to cover when discussing markets. In this episode, Simon ...