How to research investment trusts for your Isa

Ryan Hughes is head of active portfolios at financial services firm AJ Bell. Investment trusts represent an excellent way to invest whether you are just starting out or have already established a well-diversified portfolio. However, they do have some interesting quirks and features that mean careful research is important in order to fully understand what … Read more

How to review and rebalance your Isa portfolio

Chris Barrett: If you tend to panic during market declines, you should consider a more conservative asset allocation Chris Barrett is the investment director at wealth management firm JM Finn. Asset classes such as stocks, bonds, cash, property, and alternatives like gold, are interconnected yet differ in terms of their exposure to global risks. They tend … Read more

‘Simplify, then add lightness’: Investors can learn from Colin Chapman

‘Simplify, then add lightness’: My Isa could learn from Colin Chapman’s Lotus but I’m baulking at the cost of an investing spring clean, says SIMON LAMBERT By Simon Lambert for Thisismoney.co.uk Published: 09:55 BST, 6 May 2021 | Updated: 09:58 BST, 6 May 2021 ‘Simplify, then add lightness.’ That was the famous philosophy of Lotus … Read more

Can I open a new stocks and shares Isa and continue paying into one I opened last year?

Can I invest in a new stocks and shares Isa, and continue paying into the one I opened in the last tax year? By Jayna Rana For Thisismoney.co.uk Published: 07:18 BST, 19 April 2021 | Updated: 07:18 BST, 19 April 2021 I have a stocks and shares Isa with a DIY investing platform where I … Read more

Should you consider a Lifetime Isa as a supplementary pension pot?

33-year-old Craig Hughes, from North Lincolnshire, mounted a defence of the Lifetime Isa as a supplementary pension If Isa season is all about working out ways to keep as much of your money away from the taxman as possible, Rishi Sunak’s latest Budget made that a little trickier. Dubbed a stealth raid on household finances, … Read more