Pensions for Business Owners
A webinar with Angus Aston and Ian Peters of Whitley Stimpson discussing how business owners can use their pensions.
How Inheritance Tax (IHT) is likely to impact more families due to UK economic policy in response to Coronavirus
The IHT Nil Rate Band – the amount which an individual can leave to their beneficiaries on death without paying the tax – has remained unchanged since 2009 at £325,000...
Pensions : A Tool For Life.
Presentation by one of our Financial Planners, Angus Aston and Ian Parker from Whitley Stimpson on Pensions.
TB Wise Multi-Asset Income 2020 Interim Investment Review
This report covers the period from the end of February 2020 until the end of August 2020. In what has been an exceptional time for fund managers. We look to...
AIM Model Portfolio Fact sheet
Please see below for the link to the PDF of the AIM Model Portfolio Fact sheet.
TB Wise Multi-Asset Growth 2020 Interim Investment Review
This report covers the period from the end of February 2020 until the end of August 2020. In what has been an exceptional time for fund managers. We look...
Five exceptional investment trusts without the price tag
Covid-19 has created a once-in-a-decade opportunity to pick-up some exceptional investment trusts at bargain levels. The pandemic's meteoric impact on economic and market sentiment have caused a
Topical questions & current themes
TB Wise Multi-Asset Growth fund has a fully flexible mandate, without the constraints of an arbitrary benchmark asset allocation. We narrow down our broad investable universe by choosing excellent managers...
Coronavirus - the things the media forgot to tell you
In our latest review of Covid 19, Tony Yarrow looks at the facts and data the mainstream media aren't reporting.
Investment opportunities in Asia, gold and infrastructure
Vincent Ropers, co-manager of TB Wise Multi-Asset Growth fund, speaks with Chris Salih of Fund Calibre on why he thought March was was not the time to make ‘heroic changes’...