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Leonora Walters

  • Should I transfer a workplace DC pension into a Sipp?
    May 27, 2021

    Should I transfer a workplace DC pension into a Sipp?

    It generally isn't beneficial to transfer out of a workplace pension but in a few instances it can make sense
  • How should I manage withdrawals in the drawdown phase?
    May 27, 2021

    How should I manage withdrawals in the drawdown phase?

    It is essential to have a plan to ensure that you do not run out of money before the end of your life
  • What are the rules on holding property in your Sipp?
    May 27, 2021

    What are the rules on holding property in your Sipp?

    If you do not comply with the strict rules on holding commercial property in a Sipp you may face a high tax charge
  • OTS proposes making capital gains tax calculations simpler
    May 24, 2021

    OTS proposes making capital gains tax calculations simpler

    The OTS suggests treating the same share or unit in more than one portfolio as being held in separate pools
  • Shares I Love: Bank of America
    May 20, 2021

    Shares I Love: Bank of America

    A strong economic environment should offer a period of growth for Bank of America
  • Shares I love: London Stock Exchange Group
    May 17, 2021

    Shares I love: London Stock Exchange Group

    London Stock Exchange Group owns data and clearing businesses
  • Tap into growth and recovery potential with Premier Miton US Opportunities
    April 22, 2021

    Tap into growth and recovery potential with Premier Miton US Opportunities

    Premier Miton US Opportunities is positioned for a US recovery
  • Choose your private equity manager carefully
    April 15, 2021

    Choose your private equity manager carefully

    VCTs and EISs rely on their managers' ability to select investments and dispose of them at a profit
  • Shares I Love: Next
    April 15, 2021

    Shares I Love: Next

    Next's logistics, data and technology set it apart from its competitors
  • VCT or EIS: which is best?
    April 13, 2021

    VCT or EIS: which is best?

    Key differences between VCTs and EISs mean it is important to use the right one for your plans
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