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Tax tips for the new tax year
5 minutes
Vested shares and concentration risk: what to do when employee shares vest
This article is for senior professionals, executives and business owners who receive employee shares as part of their remuneration and want to understand how to manage vested shares, concentration risk and long-term wealth planning.
3 minutes
Vesting shares: Should You Hold, Sell or Diversify?
There is a particular kind of pressure that comes with a vesting date. You have worked hard for it, watched the share price and followed the timetable. Then the shares arrive, and the decision suddenly feels larger than it did when the award was first granted.
4 minutes
Financial planning for business owners: are you ready for what matters most?
You've built a business through years of commitment, careful decisions and personal sacrifice. As the horizon shifts, whether retirement feels five years away or closer than that, a different question starts to matter more: is your personal wealth as prepared as your business?
Latest Investment Insights
In a world full of uncertainty, we have a responsibility to manage our clients’ investments through the ups and downs, seeking to minimise the risks and find the best opportunities for helping them reach their long-term financial goals. As part of this process, our Investment Insights content looks at some of the key investment themes effecting the global markets.
Latest Responsible Investment Insights
What exactly is responsible investment, and what impact can it have on your own wealth and the world around you? Explore our thought leadership articles, reports and events on this topic to find out more.
6 minutes
Reflecting your values in your investments: a guide to responsible investing
Your money is more powerful than you think. This article explains how, through responsible investment, you can better align your wealth with your values without compromising on long-term financial outcomes.
4 mins
Aligning responsible investment with purpose and mission
A strong responsible investment framework for charities balances mission, risk and return. It goes beyond simple exclusions, using Environmental, Social and Governance (ESG) integration, stewardship and clear prioritisation to align investments with purpose. The most effective approaches are evidence-based, proportionate and transparent, helping trustees demonstrate progress while maintaining long-term financial outcomes.
7 mins
Investing with an eye to the future
Trustees who are responsible for a charity’s investment portfolio might need to adjust their priorities in the current challenging financial climate, James Ayre, Fund Manager, Charities, and Kate Elliot, Head of Research, Rathbones Greenbank, tell Ian Allsop, contributing editor for Charity Finance.
