ESG Megatrend

ESG: A megatrend here to stay

Matthew Barrand Blog, Investment

New research suggests environmental, social and governance (ESG) investing is set to continue gaining prominence, with ESG issues increasingly converging into mainstream investment strategies. A growing trend The last few years have seen a substantial rise in ESG investing around the globe, driven by an increasing desire for investors to know both where their money is going and that it …

First Time Buyers failing to take up Government Bonuses, survey finds

First Time Buyers failing to take up Government Bonuses, survey finds

Matthew Barrand Investment

One in three adults under the age of 40 are saving to buy their first home and get a foot on the property ladder, but research from Cushon has found that less than half (44.1%) are taking advantage of top up bonuses offered by the government. The workplace savings and investment provider revealed that of those saving to buy their …

ESG on the business agenda

ESG on the business agenda in 2021

Matthew Barrand Investment

It will soon be a new tax year, a fresh start and forward focus. We aren’t the only ones looking forward and appraising the year ahead; a new report has noted that in 2021, Chief Financial Officers (CFOs) are placing a high priority on ESG (Environmental, Social, and Governance) issues and assessing how organisational ESG activities and investments compare with …

A turning point for Environmental Social and Governance investing?

Matthew Barrand Blog, Investment

Investing according to environmental, social and governance principles (ESG) has been a fast growth area, according to figures, UK-based ESG funds saw record inflows between March and July 2020, with £362m invested in July alone. The acronym, ESG, refers to three key factors used by investment companies to evaluate corporate behaviour: Environmental criteria – such as; carbon emissions, waste management …

Investment webinar

Investment Webinar

Matthew Barrand A Tawny, Investment

Last year Aaron Tawny held an Investment seminar at the Park Hotel in Kettering. This year sadly COVID-19 has put the dampers on our plans. As we are all having to think outside the box in these challenging times, we decided we would bring the seminar to you in the version of a webinar. We have two brilliant speakers from …

Annual subscription limit increased

Junior ISA and Child Trust Fund annual subscription limit

Matthew Barrand Investment

The annual subscription limit for Junior ISAs and Child Trust Funds has increased, quite substantially, from £4,368 to £9,000 (meaning that 16/17-year-olds can have £29,000 in total (including £20,000 to a cash ISA) added to these tax-efficient shelters in 2020/21.

Investing in uncertain times

Finger on the pulse – Investing in uncertain times

Matthew Barrand Investment

Global stock markets are suffering a period of volatility as a result of the COVID-19 outbreak. Although markets do not respond well to periods of uncertainty, what is certain is that volatility goes hand in hand with stock market investment; and although market movements can be concerning, experience teaches us to expect the unexpected. Calm & collected To navigate market …

Ethical Investment

The evolution of ethical investing

Matthew Barrand Investment

Ethical investment has traversed into the mainstream, as people increasingly choose to allocate their investable funds toward companies whose values and practices align with their personal beliefs, whether they be environmental, social, religious, or political. Some investors may choose to eliminate specific industries or allocate to other sectors which meet their ethical preferences. This involves creating an investment policy with …

Maturing Child Trust Funds will retain tax-free status

Matthew Barrand Investment, Trusts

From April 2020, maturing Child Trust Fund (CTF) accounts will retain tax-free status. Although the rules apply from 6 April 2020, the first Child Trust Fund (CTF) accounts won’t mature until September 2020. In summary, the CTF provider will be able, upon instruction from the account holder, to transfer the investments at maturity to a tax-advantaged ‘matured account.’ The ‘matured …

Holiday Home

Ever thought about buying a holiday home

Matthew Barrand Investment

Many of us when on holiday have a look in the estate agents window and dream that one day we might be able to live there for one long holiday. For those up with technology maybe you just check rightmove on your phone! Sometimes it makes you think how much you are paying for a holiday compared to a monthly …