Alan, 73, is returning to the Portfolio Clinic after two years because as a result of the changes announced in Labour’s Autumn Budget, his old inheritance tax (IHT) strategy is no longer viable.

In 1990, economists won a Nobel Prize for identifying the risk of having an overly correlated portfolio. However, in 2024 the stock market put that risk aside as it became historically concentrated ...

Even with a "brutal" push to hit neutral cash, as one supplier described it, Vistry will also end the year with significantly higher net debt than forecast ...

Aviva (AV.) is set to buy Direct Line (DLG) for almost £4bn in cash and shares, having struck a preliminary deal earlier this ...

Names like NatWest and Rolls Royce have generated huge gains this year Some funds now look heavily exposed to these winners Amid worries over the health of the London Stock Exchange, the FTSE 100 ...

Welcome to the week ahead, our summary of the forthcoming key company announcements. Companies are no longer obliged to notify the London Stock Exchange (LSE) of results and trading updates, so this ...

Frasers Group’s (FRAS) controlling shareholder Mike Ashley has lost his bid to be installed as the chief executive of Boohoo (BOO). Only 36 per cent of shareholders voted in favour of Frasers’ ...

Despite the excitement of the past few months, it could be a more benign year ...

It’s then onto Hollywood Bowl’s (BOWL) results. The company reported a 7 per cent rise in revenue, but shares still fell 10 per cent. Michael Fahy explains what caused the fall as well as the business ...

Ajay and his wife have substantial assets but one goal is to achieve greater simplicity Other worries such as IHT liabilities also need to be considered Investing over the long term can result in good ...

The growth manager is seeing a decent recovery but question marks remain A few changes are due for some names Baillie Gifford poster child Scottish Mortgage (SMT), which we assessed in a recent cover ...