Knowledge and Insight - Investments

With Labour having pledged not to increase the taxes which raise the most revenue, capital gains tax (CGT), pensions and inheritance tax (IHT) are in the spotlight. Here we explore what changes they could make, and what that might mean for your finances.

Labour’s plan to levy VAT on private education is making bursars’ lives even harder. We shed light on opportunities and risks that you may face in the months ahead.

The first few years of the 2020s have been characterised by huge shocks to the global economy – from the pandemic to the Ukraine war. When the dust settles, we think the global economy will have changed in significant ways, and the investment strategies that fared best over the past decade  won’t be the ones that serve us best for the next one. If the 2010s are gone for good, we’ll need a different approach.

Labour looks to be on the cusp of taking power in the UK. What changes could they make to raise money, how might that affect you and what can you do about it?

Get in touch with us today to see if we can help, either through your usual Rathbones contact or your financial planner.

For the latest on Labour's plans, please see our pre-Budget update at this link.

The new tax year is a good time to take advantage of your annual allowances to give your savings and investments more opportunities to grow.

Pessimism about UK equities is widely held. If it’s based on misconceptions, this could be opening up an opportunity.

We take a look at the crucial role retrofitting needs to play in making buildings more sustainable, the challenges faced and the potential for investment opportunities in this area.

Rathbones’ Edward Smith, co-chief investment officer, and Jing Hu, senior asset allocation analyst, give an update on some of the key themes shaping the investment outlook including the banking sector, the outlook for inflation and interest rates as well as a review of China.

A new deal for the Northern Irish border is imminent, bringing hope of greater clarity on Brexit for the UK. Meanwhile, the outlook for global inflation only gets foggier.

Markets were buoyed by fading American inflation, but they may be getting ahead of themselves. Meanwhile, the UK high street reports some rare good news.

Hear from our co-chief investment officer, Edward Smith and head of client development, Ian Dembinski in our quarterly Investment Insights webinar which highlights some of the key themes that are set to shape the investment landscape in 2023.

One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?