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Val Cipriani
February 13, 2025
More trusts change fees in boost to shareholders
Changes to the structure of management fees mean fund firms feel the bite of discounts as well as investors
February 10, 2025
The pros and cons of the 4% retirement rule
The amount you take out from your portfolio, while making sure you do not run out of money, will rarely be a one-size-fits-all figure
February 06, 2025
Hargreaves Lansdown and Fidelity block access to more investment trusts
Turmoil over cost disclosures continues as investors are blocked from two popular infrastructure funds
February 04, 2025
Is it time to ditch buy-to-let for shares and Reits?
We look at how being a landlord stacks up against other ways to invest in property, considering returns, taxes and practicality
February 04, 2025
Shares I Love: De’Longhi
This Italian company has great brand awareness and competitive advantage, says JPMorgan’s Jules Bloch
February 03, 2025
Shares I Love: Rolls-Royce
The company has undergone an impressive turnaround since 2020, says Invesco’s Stephen Anness
January 31, 2025
IHT on pensions is becoming a bureaucratic nightmare
Some families face a tax rate of up to 90 per cent
January 27, 2025
How to calculate (and cut) your capital gains tax bill
With CGT rules, the devil is in the detail: here are some examples and explanations to help you get it right
January 27, 2025
The 'golden' era of rental growth is over
Rents are growing at the slowest pace in four years, and landlords do not have much cause for celebration
January 24, 2025
'How should I invest my pension so I can travel the world?'
Portfolio Clinic: Our readers want to start selling their shares, but their goals require a more aggressive strategy. Val Cipriani takes a look
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