Are you reluctant to make a lump sum investment in case the timing is wrong? It’s been both a roller coaster and a trip to nowhere for the FTSE 100 index in recent years. From 1 January 2017 to date, the index has moved in a band of about 1,300 points, but by 23 October…

New proposals for reforming capital gains and income tax have been published by an influential think tank which could make their way into an election manifesto. The Institute for Public Policy Research (IPPR) is “the UK’s pre-eminent progressive think tank”, according to its website. This may sound like boasting, but it is probably a fair…

An obscure adjustment to old pension benefits, mandated by the courts, might cost some pension owners many thousands in additional tax. The problems caused by the tapering of the annual allowance have been making the pension headlines for some time. Whereas the original focus was on NHS consultants and doctors, the issue is now rippling…

Marks & Spencer was demoted from the FTSE100 in September. The FTSE100 is subject to a quarterly review of its 100 constituents. The process is not quite as simple as picking the 100 largest companies listed on the London Stock Exchange, but it’s not far off. The latest review took effect on 23 September 2019…