Latest articles by Sam Shaw
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How can you avoid an inheritance tax 'minefield' if you remarry?With pensions set to attract inheritance tax (IHT) from April, some families will need to plan carefully to avoid unintended disinheritance
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What is a trust and should you use it to reduce your IHT bill?Changes to inheritance tax (IHT) rules means more people could be subject to tax on their estates. Some families are using trusts to reduce their liabilities, but what are trusts and should you use one?
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Japan sets highest rate in 31 years: what now for investors?High levels of liquidity and progressive reform support a diverse stock market full of opportunity – but beware tech concentration risk
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What is pension drawdown – and is it right for you?Advice Pension drawdown is a way of taking cash out of your pension pot and funding your lifestyle in retirement. But how does it work?
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Investing in uncertain times: Why investors aren't waiting for the 'right' momentInvestor confidence has surpassed pre-pandemic levels as people recognise that rather than derailing investment plans, global events create continuous opportunities.
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Should I use a workplace pension or a SIPP?Choosing the right home for your retirement savings is crucial – it could leave you thousands of pounds better off. We explain the differences between a SIPP and workplace pension
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Property vs pensions: Is property as a retirement plan dead?Limited house price growth, the hassle factor and sustainable growth in equity markets are making the argument for ‘property as a pension’ harder to back.
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What is ESG investing?ESG – environmental, social and governance – investing is related to the criteria that allows investors to put money into companies that take sustainability and ethical impact into consideration.
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Did you miss out on the SpaceX IPO?Despite the hype in recent weeks around the blockbuster SpaceX IPO, the window of opportunity for investors will remain beyond SPCX’s first day
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How to tap into SpaceX IPO without investing directlyAs SpaceX’s long-awaited IPO approaches, several adjacent stocks and sectors could benefit from its halo effect.
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OpenAI starts IPO process with SEC filingOpenAI is preparing for its stock market listing
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Anthropic kicks off its IPO processClaude creator Anthropic is the latest tech megacap to pursue a listing just days after a raise set its value at $965 billion.
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Investor risk appetite returns despite geopolitical tensions – where are investors putting their money?Investors favoured North American equities, passive funds and tech in April after several months of caution, latest industry data shows
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Investment trust discounts narrow to lowest level in four yearsThe average trust discount has returned to single digits after a challenging time for the sector signalling some ‘light at the end of the tunnel’
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The top five questions to ask yourself when preparing for retirementThe Pensions Commission recently shone a light on many groups of people that are vastly underprepared for retirement – are you one of them?
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How to set up a pension if you're self-employedFeatures Just 4% of wholly self-employed workers are paying into a pension, meaning millions of people could be woefully unprepared for retirement. We explain the different options for people who work for themselves
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How to invest in the high-protein food trendFrom cottage cheese’s newfound popularity to soaring whey prices, a widespread protein obsession appears to be creating investment opportunities.
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Is the party over for the Mag 7?The Magnificent 7 – a group of companies dominating returns for the past three years – finally looks like it could be disbanding. Which of the seven would lead, which would lag and where should investors look next?
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What is an IPO (initial public offering)?What are IPOs, what does the market look like, and what should investors think about before getting involved?
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How ‘vast majority’ of pensioners could miss out on state pension tax concessionOnly one in 18 pensioners will benefit from the government’s planned income tax breaks, research suggests. Are there alternative options that would help more retirees?
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Massive megacap tech IPOs are prompting index providers to overhaul their rulebooks – what could it mean for investors?FTSE Russell, Nasdaq and S&P Dow Jones are among the stock market index providers reviewing their IPO inclusion criteria ahead of hotly anticipated listings from the likes of SpaceX, Anthropic and OpenAI.
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Defensive and record-high cash-like funds top sales as investors boost ISA contributionsDespite fund inflows seeing a slowdown, investors are continuing to pump money into the market as they try to get ahead of the new tax year with ISAs. But which sectors have been popular?
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UK dividends rise by 21% in Q1 – which sectors made the bumper payments?The first quarter of the year posted its highest dividend payouts since 2021, with drivers including select special dividends, currency effects and broadly positive performance across sectors
