News &
Financial Updates

Morals Versus Money – What Motivates Investors More?

Whilst making money is an obvious motivator for our investment choices, the latest Schroders Global Investor Study has revealed some interesting insights into what is driving investors’ recent investment decisions.

A Guide to Responsible Investing

Net flows into sustainable/responsible funds in the US reached $20.6 billion in 2019, more than four times the previous annual record set in 2018, proving that this type of investing is soaring in popularity and strengthening its presence in mainstream investing.

Preparing your finances for the second wave

If you were not prepared financially for the first wave then that is understandable and you could be forgiven; but if you are not prepared for a second wave then things could get ugly. It is critical that you begin to prepare.

Age at which you can access your private pension plan raised

The British government has announced plans to raise the age at which pension pots can be accessed from 55 to 57.

Basic principles of inheritance tax

Inheritance tax (IHT) was introduced by the Finance Act 1986 to replace capital transfer tax and applies for transfers made on or after 18 March 1986.

Using Trusts as Part of an Inheritance Tax Planning Strategy

There is a common misconception that trusts are only used by the wealthy. However, they are accessible to all and can be a useful tool as part of a wider inheritance tax planning strategy. There are various reasons why a trust may be set up; some can be written into your Will and others can be set up independently. Here we explain what trusts are, what they do and the different types of trust available.

Five tips to help your children develop good financial habits

Given how important financial skills are in navigating life, it is a surprise that children are not taught about money in school. As a parent, there are a few simple things you can do to help give your children a head start when it comes to approaching finances.

Market Commentary

Monthly Market Commentary – September 2020

A review of markets in the third quarter when global equities moved higher, led by Asia.

Monthly Market Commentary – August 2020

A look back at markets in August when hopes of a Covid-19 vaccine and a shift in Federal Reserve policy helped to support shares.

Monthly Market Commentary – July 2020

A look back on markets in July when the US dollar declined and tech stocks posted strong quarterly earnings.

Quarterly Reports

Quarterly Portfolio Review Q2 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q1 2020

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Quarterly Portfolio Review Q4 2019

Read the latest insight from the Schroders’ team alongside an update on the positioning and performance of Fusion Schroder portfolios.

Finance in the news

Finance in the News – w/c 19.10.20

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.

Finance in the News – w/c 12.10.20

Short summaries of recent articles we think you will find useful from some of the UK’s broadsheets.