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Investment Update: Budget 2023: Goodbye lifetime allowance
Last Updated: March 17, 2023
Better economic forecasts open the door to big tax breaks on pensions and business investment, maintaining the energy price cap, and benefit reforms to encourage more into the workforce.
The shift to clean energy and its impact on our biodiversity
Last Updated: June 19, 2024
In late October 2023, the UK government backed calls for a global moratorium on deep-sea mining over concerns about its impact on the environment, after dozens of British scientists signed a letter entreating Prime Minister Rishi Sunak to do so.
Will the green transition help or hinder economic expansion?
Last Updated: January 20, 2023
The fortunes of all investors – charities included – are bound up to some extent with global economic growth. We look at how the transition to net zero could play out on the global economic stage over the longer term – and, by implication, how that could impact on investors’ portfolios.
Investing advanced school fee payments
Last Updated: May 14, 2024
As the threat of VAT being added to independent school fees becomes more realistic, we understand that there has been a surge in interest in advanced fee payment schemes. For those independent schools in receipt of funds from such schemes, we look at the options to earn a monetary return on the cash before the associated expenditure falls due.
Earth Convention webinar: Creating a green transition in energy and finance
Last Updated: January 20, 2023
Earth Convention webinar: watch our panel discuss creating a green transition in energy and finance.
How does inheritance tax affect your estate?
Last Updated: August 21, 2024
During our recent "Talking to the next generation about money webinar", a third of people said their primary concern is that their family will have to pay too much inheritance tax after they die. So how does it work and how can you take advantage of ways to mitigate this tax?
The power of the investor and founder relationship
Last Updated: August 2, 2023
We hosted a breakfast for founders with the following female investors: Saranyah Douse, investment manager, Octopus Ventures, Kimberly Martin, regional head, Boost and CO and Harriet Rosethorn, investment manager, Puma Private Equity.
Quarterly Investment Update video: Steady on, with a weather eye on the horizon
Last Updated: January 20, 2023
Rathbones’ co-chief investment officer Edward Smith explains how we see reasons for optimism, but remain vigilant.
Review of the week: Political football
Last Updated: June 24, 2024
France goes to the polls for the first round of voting, the two candidates for the White House spar and the Euro knockout phase begins.
Review of the week: Time to cut?
Last Updated: July 29, 2024
After months of waiting, there’s a strong chance that interest rates may fall in the UK this week. Across the Atlantic, the longed-for cuts won’t be till the autumn, if markets are correct.
How quickly will the world recover from the coronavirus pandemic?
Last Updated: July 4, 2025
The global economy is waking up from its medically induced coma as lockdown measures to combat the spread of COVID-19 are eased. With high levels of unemployment, ongoing social distancing measures and the risk of a second wave, what will economic activity look like over the coming months?
Review of the week: Rolling Returns
Last Updated: December 11, 2023
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.