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Open Ended Investment Companies (OEICs)

02 October 2025

Tax implications for corporate investment
Considerations to take into account when investing corporate funds

24 September 2025

Tax rules for the Reserved Investor Fund
The Reserved Investor Fund (RIF). the main rules applicable to schemes that have given a valid entry notice into the RIF regime, and the tax rules applicable to investors in such schemes

23 July 2025

Case study: alternative wrappers in retirement
Other ways to provide a regular payment stream in retirement as an alternative to the traditional pensions that lots of clients rely on when they retire and why bonds can be a useful part of your client’s portfolio in planning for retirement

22 July 2025

Comparison of bonds and unit trusts/OEICs - a case study
Should I recommend life assurance bonds or unit trusts/OEICs?