7 February 2007
AbbeyCapital Guaranteed Japanese Equity Bond Issue 6
AbbeyCapital Guaranteed Residential Property Bond 6
AbbeyGuaranteed Commercial Property Bond Issue 2
In his last Budget, Chancellor Gordon Brown changed the venture capital trust rules by reducing initial income tax relief from 40 to 30 per cent but this is still higher than the original 20 per cent.
Alliance & LeicesterTwo-Year Base Rate Tracker
Andrew Wilson, head of investment at JS&P Towry Law, explains why asset allocation is a vital force.
Axa Investment Managers has introduced an onshore mirror of its offshore FCP Axa Talents fund.
Don't be resigned to a future shaped by others - help in the distribution review.
The pensions minister James Purnell has suggested that as much as 50 per cent of the money due to be invested in new pension personal accounts will come from existing schemes.
Brewin Dolphin SecuritiesThistle Pub Company III
How a GP taught me that the FSA's principle-led legislation is a bitter pill.
European markets are poised to continue their strong performance throughout 2007.
February was ushered in with style, as Wall Street enjoyed one of its better days during the last trading session of the first month of the year.
This week by Daily Telegraph personal finance reporter Myra Butterworth.
Coventry Building Society5.89% Flexx Fixed
Coventry Building SocietyOffset 5.85% Flexx Fixed Rate
Former First State manager Andrew Dalrymple’s new Edinburgh-based investment boutique has made its fund debut.
Downing Corporate FinanceDowning Protected VCTs VI and VII
IFAs holding client money face biggest rise in levies while burden from pension review almost doubles to £47.5m.
Equitable Life has completed the transfer of the bulk of its non-profit pension annuity business, comprising approximately 130,000 policies, to Canada Life.
The FSA report on mortgage exit fees addresses all the concerns we and many others have raised over the last few years.
FidelityMulti Asset Strategic Fund
FidelityMulti Asset Strategic Fund
SPECIAL REPORT: VCTs. Clare Bettelley considers the options on investing in specialist or generalist venture capital trusts.
Continued consideration of the appropriate wrappers for a growth investment.
HalifaxIntermediary Exclusive 4.99% Two-Year Fixed
Chris Salih assesses why 1.75% is becoming the new 1.5%.
Helen Pow canvasses industry figures over their expectations for home information packs and finds that many are sceptical that Hips will prove relevant in the absence of a home condition report.
Changes to trust taxation have improved cashflow for HMRC while remaining neutral for some beneficiaries.
JPMorgan Asset ManagementJPM Global Equity Income Fund
The first month of this year became a time for the value of IFA businesses to be debated around water coolers and in wine bars.
Keydata Investment ServicesKeydata Aim VCT 2
We recently had an official Child Trust Fund Week designed to make parents more aware of the need to use their 250 vouchers positively and also to invest some of their own hard-earned cash into CTFs.
SPECIAL REPORT: END OF THE TAX YEAR. Technical Connection leads a six-page special on making the most of tax planning before April.
Asda's initiative to restore advice to the man in the street is an interesting challenge.
James Salmon on how conflicting means-testing messages from the regulator and the DWP have left advisers in limbo.
Chief ombudsman says poor performers show no willingness to improve.
In my last article, I began to describe the most important features and strategies in a director share-purchase arrangement.
Fund supermarkets and fund managers are predicting a big Isa season this year but where will the money go?
Premier Fund ManagersGlobal Income Plan - Limited Editions No 34
Guy Anker looks at the reasons for the rising repossession rate.
HM Revenue & Customs has published guidance confirming that employers’ payment of pension contributions qualifies as a normal business expense, meaning the majority will qualify for tax relief.
Skipton Building SocietyFlexible Seven Year Fixed Rate Mortgage
Smith & Williamson Investment ManagementBritish Country Inns 3
SPECIAL REPORT: ISAs. Samantha Downes looks at the changes which enable cash Isas to be switched into stocks and shares.
Recommending incentives to transfer out of DB schemes is a risky business.
SPECIAL REPORT: SAVINGS AND INVESTMENTS. Sarah Anderson, a solicitor in tax and pensions at Bond Pearce, looks at the tax benefits of investing in Isas, National Savings and wine.
Thinc chief reveals wide-ranging plans.
Advisers might feel tempted to pull out of the MPPI market after criticism of the product but Britishinsurance.com managing director Simon Burgess says they still have a duty to ensure their clients' repayments are protected.
Threadneedle InvestmentsUK Property Trust
Venture capital specialist Triple Point Investment Management has put together an unusual venture capital trust providing exposure to unquoted companies and hedge funds within a single investment.
SPECIAL REPORT: PENSIONS. Winterthur Life strategy manager Mike Morrison looks at life after carryback and carryforward.
SPECIAL REPORT: VCTs. Baronsmead VCT manager David Thorp says venture capital trusts faltered after the tax relief changes but have regained ground.
West Bromwich Building SocietyBuy-To-Let Two-Year Fixed
In the second of two articles on the NPSS, Norwest Consultants principal Harry Katz offers some solutions to the problems he identified in his previous article.
As the FTSE 100 edged past 6,220 at the end of 2006, total investment funds under management reached £410bn, a healthy 18 per cent up on the £347bn at the end of December 2005.