ShareSoc News

Recent press releases, expert analyses, and responses to key financial consultations. Stay updated with the most recent announcements featured prominently at the top of the page. Explore our blog for timely commentary and dive deeper with our insightful newsletters. Not a member yet? Join ShareSoc today to access exclusive content and receive our newsletters directly to your inbox.

Latest News

Press Release – ShareSoc & Edison join forces

Edison and ShareSoc join forces to improve access to investment information Investor Relations expert Edison has joined forces with ShareSoc, the UK’s premier membership organisation for individual investors to...

FCA Consultation – Modernising Redress

An FCA consultation on how to improve the Financial Ombudsman Service (FOS) and other consumer redress mechanisms  In November 2024, the FCA issued this consultation, requesting suggestions for improvements...

HMRC Consultation – IHT on Pensions

ShareSoc responds to the Chancellor’s proposals on the application of IHT to residual pensions.  Following the budget last autumn, HMRC launched a technical consultation on the implementation of the...

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Latest Blogs

Why ESG-Focused Funds might be a Strong Investment Choice

  Despite a history of greenwashing and historically dubious definitions of what defined an Environmental, Social, and Governance (ESG) qualifying investment, sustainable investing has now shifted from an ethical...

Portfolio Review 2024 – Cliff Weight

  Key points  Portfolio up 11.5%.   Benchmark performance: UK (FTSE100) +9.7%, but risk adjusted global benchmark (based on my 88%/12% equity/cash allocation) +18.6%.   Relative performance reflects conservative strategy of...

Business Relief? Perhaps, but at what cost?

ShareSoc member Mark Lauber dissects the inheritance tax service from Rockpool Investments Hardman has issued a research piece on the Rockpool Inheritance Tax Service. Fair play to them for...

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Recent AGM Reports

Polar Capital Global Healthcare Investment Trust (PCGH) AGM Report 2025

Location Polar Capital’s Offices near Victoria Station in London. Format Pre meeting coffee & biscuits available. Meeting – The 3 directors (plus Company Secretary) sat at the top table...

Treatt AGM Report 2025

This article reflects the opinions of its author and not necessarily those of ShareSoc. Location  Treatt’s HQ in Bury St Edmunds  Structure  Coffee & biscuits in the main reception...

SRT Marine Systems AGM Report 2025

This article reflects the opinions of its author and not necessarily those of ShareSoc. Location Best Western Hotel in Midsomer Norton (about a quarter of a mile from SRT’s...

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Latest Newsletters

ShareSoc Informer – Issue 130

In this issue: A message from ShareSoc’s Chair, Recovery: Why the tide is turning for beloved investment trusts, US Market: Big wheels keep on turnin’, Continuation votes: Keep calm...

ShareSoc Informer – Issue 129

In this issue: Is capital gains tax in the chancellor’s firing line?, How significant is fund underperformance?, What really drove August’s market sell-off?, Think tank proposes £10bn shake-up to...

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