Jake DeKinder, Head of Advisor Communication at Dimensional Fund Advisors Ltd, explains how capital markets have rewarded investors that are able to tune out short-term noise and stay disciplined over the long-term.
The popular National Savings & Investments (NS&I) savings certificates will be indexed to CPI instead of RPI from next year. The certificates have not been on sale since 2011, but NS&I allow existing certificate holders to reinvest in new series of certificates when their old ones mature. The terms have gradually worsened over the years […]
The State Pension Age (SPA) became equal for men and women for the first time, at age 65, on 6 November 2018. Having reached this landmark, the next stage of SPA increases has already started. For both men and women, the state pension will become payable for anyone born between 6 December 1953 and 5 […]
The government has revived plans to raise probate fees in England and Wales. A new, banded structure for probate fees in England and Wales is to be introduced, according to a written statement issued a week after the 2018 Budget by the Parliamentary Under Secretary of State for Justice. The announcement comes after the […]
UK dividends are continuing to grow faster than inflation, according to the latest quarterly data from Link Asset Service. The latest UK Dividend Monitor (UKDM) shows that in the third quarter of 2018 dividend payments were 4.1% up on the previous year, comfortably above the current rate of inflation. Looking over the 10-year period from […]
The Office of Tax Simplification (OTS) has published the first part of its inheritance tax (IHT) simplification review. The report highlights a variety of issues with the current IHT system: IHT returns are submitted for about half of all estates, even though tax is paid by less than 5%; Most of the paperwork cannot be […]