Investing

A reader asks: Hi, I am executor of a Will. I need to sell off some shares the deceased person owned to split the money between beneficiaries. Therefore, I do not need a dealing account. How do I sell the shares held in the estate? What is the best way to do this? As you […]

A reader asks:  I want to find out about positive ethical investments in companies which are providing green products. Where can I find out about them? Firstly, for more information on ethical investing you can read our guide to ethical investing by Jackson Wong or you can compare ESG investment opportunities. But to answer the

Investment risk comes in many guises, but one type of risk, in particular, came to the fore in the UK in 2019 — namely liquidity risk, or the risk of not being able to access your money when you want it. The suspension of the Woodford Equity Income fund in June, and the M&G Property

A reader asks: I have a SIPP with a value circa £800K, I am thinking of changing from my current platform. I’ve been told AJ Bell are a good choice. Would I need to speak to them direct regarding exit fees and possible incentives to move to them? The beauty of self-invested personal pensions (SIPPs)

Raising capital for your business has got to be one of the most soul-destroying things anyone can ever do. Unless of course, your parents lend you the money or a rich uncle dies. When asked how I made my fortune the answer is . I bought car aerials for £1, sold them for £1.20 .

Almost definitely yes, commission-free stockbroking is a marketing gimmick. There is no worse way to compete on anything than to give it away for free. Any sales manager will tell you that the worst salespeople always discount. Because when you can’t offer anything different the only thing you can do is make it cheap. I

It’s been a sobering start to the week for income investors as news broke yesterday that the £3.10 billion Woodford Equity Income Fund was being wound up. Dealings in the fund were suspended back in June this year as it struggled to meet client redemptions, finding itself in what was effectively a liquidity trap. The

Buy, sell or hold? Quoted companies get their say on broker research We recently commented on the FCA’s findings as regards the unbundling of research costs under MiFID II regulations. Readers will recall that under these rules investment managers have to disclose how much they specifically pay for broker research and in many cases justify

One of the most shocking developments in the market this year is the arrival of negative bond yield rates. So what should you trade and invest in? In this brave new world, investors are hoarding cash in bonds/assets that are guaranteed to lose them some money. All these in the name of ‘safety’. For example,