21 February 2007
John Woolley, joint managing director at Technical Connection, surveys the present confused legal position on the tax position of bare trusts for minors
It is never clear to me whether it is more likely to stand you in good financial stead by remaining a resolute cautionary bear or being an opportunistic gung-ho bull.
Repossessions Julien Holmes, managing director of Crown Mortgage Management, looks at the prospects of securitisation shock for some lenders
AWD has announced the appointment of Mike Kirsch as chief executive of the UK business.
One of the most consistently successful stockpickers in the fund management industry is Ian McCombie, who has managed the Baillie Gifford British smaller companies fund for the past five years.
Whenever I read letters or hear comments from IFAs about the "good old days" of regulation before the Personal Investment Authority and the FSA were set up, two of the other organisations that repeatedly come to mind are the General Insurance Standard Council and its predecessor, the Insurance Brokers Registration Council.
The news that the FSA is considering proposals to introduce two different regulatory regimes under the insurance conduct of business rules as part of its review of Icob has sparked protest from providers and brokers.
Firms looking to enter the sector should seek out the real opportunities
Fidelity has extended its regular withdrawal facility on Oeics and unit trusts, to now include funds that are held within a Pep or Isa.
Fidelity's new Multi-Asset Strategic Fund aims to perform in all market conditions and fund manager Trevor Greetham explains his investment strategy
With anglo-american relations possibly at a nadir, it is ironic that the expression "No taxation without representation" should be so relevant to the mortgage industry.
Forsyth Partners has appointed Jon Nash as the group's global head of sales.
Claim-chasers are coming to the end of the line after wreaking havoc
Almost half of UK companies (49 per cent) feel increased costs of funding their defined benefit pension scheme has reduced the remuneration packages their company is able to offer.
Lender profile Guy Anker looks at Icelandic-owned Heritable Bank's plans to widen its distribution
Our panel look at the effects of rising interest rates, increased competition, repossessions and the FSA's crackdown on exit fees
Interest-only mortgages Helen Pow analyses why growing numbers of borrowers are opting for interest-only homeloans
After stunning recent returns, advisers are starting to turn away from China to other markets, says Helen Pow
In reaching the dizzy heights of the fund management industry, this keen rock climber has found himself working alongside the likes of income guru Bill Mott - and even outperforming him while helping to run Credit Suisse's flagship income funds. Now head of UK equities at Threadneedle, he describes himself as a pure money manager who is determined his new managerial responsibilities will not take his eye off his main priority - his investors. Interview by Chris Salih
Calculating how a client's various pension funds contribute towards his lifetime limit
If Morley is to bounce back it must improve performance and fast, says Chris Salih
The High Court has ruled in favour of pensioners that lost most or all of their final salary schemes when there employers went bust and ordered the Government to pay compensation.
If you value your business, you value its future. That means ensuring it has the potential to develop and showing over time that you not only intend to maintain but also improve the quality and services available to your clients.
'This looks like the start of the IFA hunting season'
Guy Anker examines potential pitfalls in the path of further growth in the buy-to-let market
Resolution Asset Management’s new european equities team has completed the restructuring of the European growth fund in a bid to achieve top quartile performance in 2007.
Reporting limit is raised from £10,000 to £200,000
With changes hanging over protected rights benefits for pensions , what can be done to help clients??
Multi-manager continues to grow in the number of funds and assets within them. Cerulli's latest research points to 20 per cent annual growth between now and 2010.
We have become uncomfortable with risk but an element of it may be essential
New analysis from Skandia shows the importance of including protected rights pension funds in a client’s overall investment strategy.
In my last couple of articles, I started to highlight and discuss some of the major points in identifying the need for director share purchase arrangements for limited companies in different circumstances. I have so far restricted my thoughts to relatively simple examples of company share structure and so, in this article, I will start to look at more usual - although slightly more complex - situations.
Proof that forecasting economies and markets is a mug's game and stock by stock investment works
To what extent are last year's Budget changes likely to impact on the use of trusts in estate planning?
Gregor Watt sums up the first couple of months of the Reit regime and finds some brokers sceptical of the new investment class but also welcoming the opportunity to invest in overseas property
Collaborative law is giving IFAs a chance to prove their worth to solicitors
Relaxation of the Sipp rules has opened up the chance to invest in contracts for difference and benefit from falls as well as rises in share prices, says Origen head of self-administered pensions Claire Court
We are currently seeing active transfers of both people and businesses. In the beautiful game, we have Ronaldo indicating that he may be off to climates more glamourous than Manchester and the gossip pages saying that Roman Abramovich will have sold Chelsea by next season. All this football hearsay falls away compared with the financial services gossip.