Articles by Kyle Caldwell

Interactive investor scraps exit fees for all customers

Tuesday, 06 November 2018 | News

Interactive investor, the parent company of Moneywise, has permanently scrapped exit fees for all its customers

Autumn Budget 2018: Lifetime Allowance to rise; Isa allowance to remain at £20,000

Monday, 29 October 2018 | News

The Lifetime Allowance is set to rise in line with inflation from next April, but the Isa allowance will remain at £20,000.

Autumn Budget 2018: Pension tax relief receives stay of execution

Monday, 29 October 2018 | News

The pension annual allowance will remain at £40,000, and chancellor Phillip Hammond has also resisted tinkering with the thorny issue of pension tax relief.

New rules for property funds proposed by regulator in wake of EU referendum

Tuesday, 09 October 2018 | News

The proposed new measures aim to avoid runs on funds holding illiquid assets.

Is Chancellor Philip Hammond planning to cut pension tax relief in the Autumn Budget?

Tuesday, 09 October 2018 | News

With Budget 2018 a couple of weeks away, rumours are swirling that Chancellor Philip Hammond will cut higher-rate pension tax relief to help fund the NHS.

Over-50s shy away from investment risk

Thursday, 21 June 2018 | News

The vast majority of over-50s want to maintain their current lifestyle in retirement but are unwilling to invest appropriately to achieve this goal. 

It pays to be quick off the investor mark

Monday, 09 April 2018 | News

The 2017/18 tax year has drawn to a close and straight away a new tax year has begun, and, with it, investors will be inundated with marketing material from their fund platform that extols the virtues of being an ‘early-bird...

Fund investors should be in the cheapest share class

Thursday, 05 April 2018 | News

The Financial Conduct Authority (FCA) has called on fund managers and financial advisers to move fund investors into the cheapest share class when it is in their “best interests”. 

One in three fund investors holds most expensive share class

Wednesday, 04 April 2018 | News

One in three fund investors is holding the most expensive share class of their fund, rather than cheaper commission-free or ‘clean’ share classes.

'Give every 25-year-old £10,000' to reduce wealth inequality

Wednesday, 04 April 2018 | News

A Citizens Wealth Fund could help bridge the wealth inequality gap with young people should be handed a minimum inheritance of £10,000 in order to reduce wealth inequality, a think tank has suggested,