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Five ways to invest in the connected world

Smart utility metering; fitness trackers; connected cars; smart factories; precision agriculture: the internet of things encompasses myriad applications. But how do you gain exposure – and profit – from this growing trend, asks Neptune fund manager & CTO Ali Unwin. Read more: Important information Investment risks Neptune funds may have a high historic volatility rating […]

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Ascentric rolls out income forecaster tool

Ascentric has launched a tool to help advisers assess the projected income of portfolios. The income forecaster tool is powered by FundsLibrary and forecasts how much income can be generated in a portfolio both monthly and annually. It will use fund data to analyse the yield in a portfolio and estimate its likely future income […]

IHT and the pension transfer window

Generally speaking, trustees and scheme administrators have discretion over the distribution of death benefits from a pension scheme. This is important as it means the benefits can usually be paid free of any inheritance tax. However, the reform to the taxation of death benefits and the record £4.6bn IHT revenue HM Revenue & Customs took […]

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