All Articles

Filter by

October 2026

Pensions

Five steps to get started with a pension and what to do next

David Brenchley
Because who doesn’t love free money?
David Brenchley
09 Oct
09 Oct
Pensions

Softly softly catchy monkey

Jo Groves
It’s tempting to take your tax-free pension cash as soon as possible, but a more measured approach might make more sense…
Jo Groves
02 Oct
02 Oct
Pensions

How does your pension stack up?

Josef Licsauer
Find out how your pension compares with others your age – and whether it could fund the retirement you want.
Josef Licsauer
02 Oct
02 Oct

July 2026

ISAs, Pensions

How to avoid the £100k tax trap

Holly Mead
Four ways for high earners to dodge the 60% stealth tax.
Holly Mead
24 Jul
24 Jul
Investment ideas, Portfolio construction, Pensions

To pay or not to pay*

David Brenchley
Paying off your mortage may seem like a no-brainer, but maybe it isn't...
David Brenchley
03 Jul
03 Jul

June 2026

ISAs, Pensions

Should your first £10,000 in savings go into an ISA or a pension?

Jo Groves
We compare the two heavy hitting options for UK savers.
Jo Groves
26 Jun
26 Jun

April 2026

Pensions

How much do you really need to retire?

Jo Groves
How to turn your golden years from budget to bougie
Jo Groves
30 Apr
30 Apr

Welcome to Expert Investor

Please enter a valid email address
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid email address
{{item.msg}}
Please check your email. If an account exists you'll be sent instructions on how to reset your password.
To ensure that we are able to provide content which is appropriate for you, please tell us a little about yourself.
Please choose an option
{{item.msg}}
Please enter a company name
{{item.msg}}
Please enter a location name
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a platform
{{item.msg}}
Please choose an option
{{item.msg}}
Please enter a trust
{{item.msg}}
See benefits
A free Expert Investor account allows you to access premium content including the ‘Kepler View’ – our verdict on the trusts we cover – and historical research so you can see how our view has changed over time. An account also unlocks useful facilities like the ‘follow’ button which lets you keep track of the trusts you’re interested in and as a logged in user you can also download PDFs of our research, and choose the layout of the page you’re reading to suit your preference. We will not share your details unless you give us permission to do so, and we won’t bombard you with emails – we only send one a week.
Please select an option
{{item.msg}}
Please enter your first name
{{item.msg}}
Please enter your last name
{{item.msg}}
Please enter a valid email address
An account already exists with this email - have you forgotten your password?
{{item.msg}}
Please enter a valid password
{{item.msg}}
Please enter a valid password
{{item.msg}}
?
The information contained herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States to or for the benefit of any United States person (being residents of the United States or partnerships or corporations organised under the laws thereof). The investment funds referred to herein have not been registered in the United States under the Investment Company Act of 1940 and units or shares of such funds are not registered in the United States under the Securities Act of 1933.
Please confirm
{{item.msg}}
Please select an option
{{item.msg}}
Already got an account?
How will this information be used? Your answers help us to tailor our content to relevant investment trusts, and to ensure that the asset allocation and portfolio strategy research we produce is appropriate to our userbase.
Our Website uses Cookies Cookies are small text files held on your computer. They allow us to give you the best browsing experience possible and mean we can understand how you use our site. Some cookies have already been set. You can delete and block cookies, but parts of our site won’t work without them. By using our website you accept our use of cookies. For further information please refer to the Kepler Privacy Notice.
Need help?

One more thing...

Did you know, you can 'follow' individual trusts on Expert Investor? Use the functions below to set up alerts and we'll send you research and updates on your chosen trusts.

Suggested trusts to follow

{{item.name}} x
Browse all funds
Need help?
Current Site Expert Investor is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.