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Book Abstract: The Complete Guide to Property Investment by Rob Dix

Book Abstract: The Complete Guide to Property Investment by Rob Dix

Rob Dix co-hosts the UK Property Podcast and has built a substantial buy-to-let portfolio. This abstract covers his practical framework for evaluating deals, understanding the tax landscape, and building a property business that survives changing regulation.

28 May 2026 · 2 min read
Book Abstract: The Psychology of Money by Morgan Housel

Book Abstract: The Psychology of Money by Morgan Housel

Morgan Housel argues that financial success is less about intelligence and more about behaviour. This abstract covers the 20 key ideas from one of the most-read personal finance books of the decade.

28 May 2026 · 2 min read
SEIS Tax Relief UK

SEIS Tax Relief UK

UK primary-source guide to SEIS tax relief UK: regulatory framework from FCA, DESNZ and Environment

12 Jun 2026 · 8 min read
EIS Tax Relief UK

EIS Tax Relief UK

UK primary-source guide to EIS tax relief UK: HMRC rules, rates and official

12 Jun 2026 · 8 min read
EV (Formerly eValue) Review UK 2026: Products, Clients and Pricing

EV (Formerly eValue) Review UK 2026: Products, Clients and Pricing

EV (formerly eValue) review for UK buyers: EVDirect, EVDigital, EVPro, EV Build APIs, EV Asset risk ratings, FCA Consumer Duty and Targeted Support fit, real client list, alternatives and a procurement checklist. Disambiguates EValue Limited from OSK eValue and e-Value.uk.

16 Jun 2026 · 15 min read
UK Tax-Efficient Investing: ISAs, SIPPs, GIAs Compared

UK Tax-Efficient Investing: ISAs, SIPPs, GIAs Compared

UK investors have three main wrappers for long-run investing: the ISA (tax-free growth, GBP 20,000 annual allowance), the SIPP or personal pension (tax relief on contributions, growth sheltered, 25 percent tax-free at retirement), and the General Investment Account (no shelter, taxed on

17 Jun 2026 · 10 min read
UK Stocks and Shares ISA Explained

UK Stocks and Shares ISA Explained

A Stocks and Shares ISA is a tax-advantaged UK investment account that allows up to GBP 20,000 of subscriptions per tax year, with no UK income tax or capital gains tax on dividends or growth inside the wrapper. Withdrawals are tax-free and accessible at any age.

16 Jun 2026 · 9 min read
UK Passive Portfolio Construction Guide

UK Passive Portfolio Construction Guide

Passive portfolio construction uses index funds and ETFs to build a diversified portfolio at low cost. The standard UK approach combines a global equity tracker with a sterling bond allocation, weighted by the investor's horizon and capacity for loss, held inside ISA and SIPP wrappers.

17 Jun 2026 · 10 min read
UK Junior Stocks and Shares ISA Explained

UK Junior Stocks and Shares ISA Explained

A Junior Stocks and Shares ISA (JISA) is a tax-free investment wrapper for children under 18. The annual subscription allowance is GBP 9,000, distinct from the adult ISA allowance. The account is opened by a parent or guardian but is owned by the child, who gains full control at 18.

16 Jun 2026 · 9 min read
UK Investment Trusts vs ETFs Compared

UK Investment Trusts vs ETFs Compared

Investment trusts and ETFs both allow UK investors to hold diversified portfolios through a single listed security, but they differ structurally. Investment trusts are closed-ended with fixed share counts and can trade at discounts or premiums to net asset value. ETFs are open-ended (in

17 Jun 2026 · 11 min read
UK Investment Platforms Compared: Hargreaves, AJ Bell, Vanguard

UK Investment Platforms Compared: Hargreaves, AJ Bell, Vanguard

UK investment platforms differ on fee structure (percentage versus flat fee), investment range, and account features. The fee model that suits a portfolio depends mainly on portfolio size: percentage fees suit smaller portfolios, flat fees suit larger ones. This article compares the main

16 Jun 2026 · 7 min read
UK Investment Fees Explained: Platform, Fund, Transaction

UK Investment Fees Explained: Platform, Fund, Transaction

Three layers of fees apply to UK retail investments: platform fees (the account provider), fund fees (the Ongoing Charges Figure inside each fund), and transaction costs (dealing charges, stamp duty, FX). All three compound and reduce long-run net returns.

16 Jun 2026 · 8 min read
UK Investing: The Complete Beginner Guide

UK Investing: The Complete Beginner Guide

This guide explains how investing works in the UK for someone starting out: the difference between cash savings and investments, the main tax wrappers (Stocks and Shares ISA, SIPP, GIA), how to choose a platform, what funds and shares are, and how UK regulators protect retail investors.

17 Jun 2026 · 10 min read
UK Index Funds vs Active Funds: Which to Choose

UK Index Funds vs Active Funds: Which to Choose

Index funds track a market index passively at low cost. Active funds employ a manager who selects holdings with the aim of beating an index, at higher cost. UK and global evidence shows that most active funds underperform their benchmark after fees over the long run, but exceptions exist

17 Jun 2026 · 9 min read
UK Ethical and ESG Investing Explained

UK Ethical and ESG Investing Explained

Ethical and ESG investing applies environmental, social, and governance criteria to fund selection alongside financial return. UK retail investors can access a range of ESG-labelled funds, but the FCA's Sustainability Disclosure Requirements (SDR) regime now governs how funds describe

16 Jun 2026 · 9 min read
UK EIS and SEIS Investment Schemes Explained

UK EIS and SEIS Investment Schemes Explained

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) offer UK income tax relief, CGT deferral or exemption, and inheritance tax business relief on qualifying investments in early-stage companies. The reliefs compensate for the high risk of investing in small

16 Jun 2026 · 8 min read
UK Dividend Investing Strategy Explained

UK Dividend Investing Strategy Explained

Dividend investing focuses on companies and funds that distribute regular cash payments to shareholders. UK retail investors can construct dividend portfolios through individual FTSE shares, dividend-focused funds, and investment trusts with long records of progressive distributions.

16 Jun 2026 · 9 min read
UK Bonds and Gilts for Individual Investors

UK Bonds and Gilts for Individual Investors

UK gilts are government bonds issued by HM Treasury through the Debt Management Office. Corporate bonds are issued by companies. Both pay regular interest (the coupon) and return face value at maturity. Capital gains on gilts are exempt from CGT in the UK, making short-dated low-coupon

17 Jun 2026 · 11 min read

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