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Tony Wickenden: The tax issues when providers collect advice fees

20 November 2014

It is important to consider the tax consequences where a provider pays an adviser on the client’s behalf

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Asset allocation: Charles Stanley sticks with UK but shies from retail

20 November 2014 | By Sam Macdonald

With UK equities currently making up 38 per cent of the portfolio, Charles Stanley says its high-conviction approach of 15 UK stocks puts importance on each stock’s performance

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Alan Hughes: The lessons to be learned from Sesame 'pay to play' fine

20 November 2014

The lessons to be learned from the regulator’s recent decisions on inducements

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Bridging the gender gap

20 November 2014 | By Amanda Newman Smith

Is self-employment the way to bring more women into financial services?

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Tony Mudd: Long-term care requires joined-up thinking

20 November 2014

With great responsibility comes the need for collaboration

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The raft of options in brave new pensions world

13 November 2014 | By Amanda Newman Smith

Clients will need help weighing up the pros and cons of their retirement options in the world of pension freedom

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How important is yield when it comes to investment trusts?

13 November 2014 | By Sam Macdonald

Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?

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Paul Kennedy: CGT and the platform sunset clause

6 November 2014

With just over a year to go until the transition, it is worth taking stock of the rules around taxation

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Mortgage lenders stand firm on controversial pensions stance

6 November 2014 | By Tessa Norman

Lenders have no plans to change policy on pension contributions despite warning

Comments (12)

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Asset allocation: ECB fiscal stimulus proves timely for PSigma's Becket

6 November 2014 | By Sam Macdonald

Psigma says the falling valuations in the Eurozone have presented it with a fantastic opportunity as most others shy away from the region’s assets.

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Fear of 'lost generation' sparks calls for risk-targeted fund sector

6 November 2014 | By Michael Berry

Risk-rated and risk-targeted funds differ greatly despite their similar ring – even within each side of the debate

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Tony Wickenden: Take control of clients' IHT fears

3 November 2014

Trusts are just one answer for IHT clients who do not want to lose control of or access to capital.

Comments (9)

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Brokers attack 'back of an envelope' Labour mansion tax plans

31 October 2014 | By Devraj Ray

Brokers have slammed the Labour Party after it revealed its proposed mansion tax last week.

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Ethical investment reaches out to a wider audience

30 October 2014 | By Amanda Newman Smith

Is the Good Money Week rebrand reflecting a broader trend?

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Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.

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Stephanie Flanders: The long and difficult road to turn Europe around

30 October 2014

In the coming weeks there are several factors which could help turn European sentiment and convince investors that Europe is moving in the right direction.

Comments (1)

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Asset allocation: Why Montage is sticking with the US, for now

28 October 2014 | By Sam Macdonald

Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets

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Is it time for major reform to how we tax property?

23 October 2014 | By Samuel Dale

Political parties are considering big reforms of stamp duty and wealth taxes.

Comments (3)

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Japan's corporates buck the trend

23 October 2014 | By Pamela Morris

Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data

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Does charity begin at donor-advised funds?

23 October 2014 | By Amanda Newman Smith

Donor-advised funds are big in the US but relatively new to the UK

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What's standing in the way of the business financial planning exam?

22 October 2014 | By Amanda Newman Smith

Is the AF2 business financial planning exam more relevant to advisers than they think?

Comments (8)

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FCA: What we are doing to prevent future fund collapses

21 October 2014

Our new cradle-to-grave fund supervision team will help us spot risks earlier.

Comments (5)

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Does your firm need a business makeover?

20 October 2014 | By Amanda Newman Smith

Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance

Comments (1)

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Older mortgage borrowers face more hurdles after pensions overhaul

17 October 2014 | By Samuel Dale

The changes in the Budget to pension freedoms could make life even harder for older borrowers

Comments (1)

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Do shifts in retail herald the end for supermarket stocks?

16 October 2014 | By Pamela Morris

As markets grow cold on the big three supermarkets, some investors are turning to discount names as an attractive alternative

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Danby Bloch: Advisers must save clients from themselves

15 October 2014

Most objections to investing in registered pensions have revolved around their inflexibility and the position on death. This has all changed

Comments (1)

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Adam Samuel: Don't fall into the products trap

14 October 2014

FSCS levy payers have an interest in ensuring new products come under scrutiny.

Comments (8)

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Asset allocation: Equilibrium proves smaller is better for property

13 October 2014 | By Pamela Morris

Partner and investment manager Mike Deverell says smaller-scale wealth managers can gain property exposure without taking too much liquidity risk along the way.

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Billy Burrows: Axing 'death tax' a real boon for advisers

13 October 2014

When the Chancellor announced the end of the “death tax”, he probably did not realise what a boost he was giving to advisers.

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Mark Barnett: Can the UK sustain its recovery?

9 October 2014

Economic growth has recovered and is now expected to grow by around 3 per cent in the current year. But is this type of economic growth robust?

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Machines set to 'outsell advisers within five years'

6 October 2014 | By Amanda Newman Smith

A survey from reinsurer RGA has found the protection industry is predicting automated advice within five years.

Comments (9)

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Danby Bloch: Reasons to be hopeful about auto-enrol opt-outs

6 October 2014

If you are contemplating getting into the auto-enrolment market, you need to get to grips with how it is changing.

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Commodities hit the buffers: Is now the time to buy?

4 October 2014 | By Michael Berry

Commodities have slumped to their lowest level in years as China sneezes and American harvests boom. So is now the time to buy in?

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Are investment trusts coming in from the cold?

3 October 2014 | By Amanda Newman Smith

Has the RDR broken the ice between investment trusts and advisers?

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Tony Wickenden: Shining the spotlight on Dotas

3 October 2014 | Updated: 4 October 2014

It is important to think about what will need to be reported and how the accelerated payments provisions might apply to IHT schemes reported under Dotas.

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'Danger' in advice to borrowers to suspend pension payments

1 October 2014 | By Tessa Norman

Lenders’ policies on pension contributions are pushing some to consider ceasing payments. 

Comments (4)

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Tony Mudd: What products are a natural fit for long-term care?

25 September 2014

We now have a Care Act which, while not perfect, is a substantial step forward.

Comments (2)

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Linda Smith: Advising cross border within the EU

25 September 2014

In the coming years, we are likely to see the debate about the UK’s place in the European Union intensify.

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Auto-enrol sleepwalkers are causing alarm

24 September 2014 | By Amanda Newman Smith

Leaving auto-enrolment to the last minute is a risky strategy for small and medium sized firms.

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The Budget: What do people really know?


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