Personal Finance Show: New tax year

In this week's show Monica Tepes, director of investment companies research at Cantor Fitzgerald, joins the personal finance team to explain how investment trusts focused on alternative assets can generate a high income. They also set out the asset allocation models and funds you should be using in a Lifetime Isa, and explain how a new tax allowance could help to cut inheritance tax bills.

Hosted on Acast. See acast.com/privacy for more information.

More from Investors' Chronicle

  1. 35:31Fundsmith’s fate, industrial metals, & Asos: The Companies and Markets ShowApr 19, 2024
  2. 36:51British bargains & heritage brands: The Companies and Markets ShowApr 12, 2024
  3. 31:19‘It’s exciting in the investment trust sphere': Joe Bauernfreund of AVIApr 09, 2024
  4. 31:47Tesla woes, travel’s rebound & investing during rate cuts: The Companies and Markets Show Apr 05, 2024
  5. 31:37Britain’s top-rated funds & Fevertree: The Companies and Markets ShowMar 28, 2024
  6. 41:24‘Cultural attitudes around investing need to change’: Lee and the ICMar 26, 2024
  7. 36:01Vodafone’s fortunes & UK’s tech stocks: The Companies and Markets ShowMar 22, 2024
  8. 47:59'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fundMar 19, 2024
  9. 40:31The Isa Special 2024: The Companies and Markets ShowMar 15, 2024
  10. 45:14The Budget explained & the importance of dividends: The Companies and Markets ShowMar 08, 2024