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Tony Wickenden: Is US tax victory all it seems?

22 October 2014

There has been a strong trend in US firms making foreign acquisitions in order to relocate their tax domicile to a friendlier lower-tax jurisdiction


Harry Katz: Pension freedoms aren't all they're cracked up to be

21 October 2014

I am increasingly feeling like the boy in Hans Christian Andersen’s Emperor’s New Clothes.

Comments (22)


Brian Tora: France and Germany need to lead revival

21 October 2014

Some investors are turning to discount retailers as the UK’s major supermarket players face up to a tougher environment on the high street


John Chatfeild-Roberts: UK is dancing to a global tune

21 October 2014

Autumn is often a time for stockmarkets to exhibit seasonal weakness


Chris Hannant: Pension reforms bring major opportunities for advisers

20 October 2014

Next April will bring significant change to the whole of retirement planning.

Comments (1)


The IFS's deafening silence on Osborne's Budget hole

17 October 2014

The deafening silence from the so-called experts at the Institute for Fiscal Studies on the potential for over-55s to use their pensions to avoid tax raises some big questions about the organisation.

Comments (3)


Mark Dampier: Asia's dividend culture is growing

17 October 2014

Investors no longer have to choose between dividends from Western companies or exciting growth potential from emerging markets.


Neil Liversidge: Apfa attacks are straight from Life of Brian

17 October 2014

Discussions about Apfa have reached boiling point.

Comments (20)


Why Osborne's Taxation of Pensions Bill is unworkable

16 October 2014 | By Tom Selby

Regulation 14ZB of the Taxation of Pensions Bill could unhinge Chancellor George Osborne’s Budget retirement revolution.


Richard Verdin: Insurers in the direct and digital age

16 October 2014

Direct, digital and data are the three words at the forefront of chief executives’ minds.

Comments (2)


Nic Cicutti: Shocking guidance stats show how toxic advice has become

16 October 2014

Advisers need to rebuild trust to counter the “car crash” of low guidance take-up.

Comments (26)

Jeremy Fawcett peach

View from The Platforum: Alliance Trust Savings enters the unknown

15 October 2014

The Platforum runs the rule over the ATS platform.


George Osborne is losing the plot on pension freedoms

15 October 2014 | By Samuel Dale

George Osborne has made errors on guidance, using pension freedoms and the abolition of the death tax.

Comments (6)


Tony Wickenden: Objective IHT test requires clarification

14 October 2014

Many who advise on, design or promote schemes aimed at reducing IHT will understandably be concerned about the potential breadth of new Dotas rules.


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.


Chris Gilchrist: How pension freedoms hit investment advice

10 October 2014

The 2015 changes in UK pension rules will transform retirement planning.

Comments (3)

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MM Leader


MM leader: The sharp practice of 'non-advised' sales

16 October 2014

“If it looks and feels like advice, it probably is advice.” So said FCA technical specialist Rory Percival back in April 2013.

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Nic Cicutti


Nic Cicutti: Advisers need to do their homework on dodgy investments

18 September 2014

Many years ago, so many years that I am embarrassed to say, I rang a Scottish Amicable marketing director for my weekly chat.

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Chris Gilchrist


Chris Gilchrist: Don't ask clients what they can afford to lose

26 September 2014

Attitude to risk questionnaires do not help clients understand the consequences of a loss.

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Alan Lakey


Alan Lakey: Rate increase bombshell is looming

5 September 2014

As advisers we are often expected to be adviser, marriage guidance counsellor and often clairvoyant.

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Ian Mckenna


Ian McKenna in the US (Pt. 2): What we can learn from the States

26 September 2014

Location features for loyalty plans and personal financial management services point to the next generation of tech development.

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Rob Reid


Robert Reid: MAS guidance needs the voice of experience

17 October 2014

Soft skills and scrutiny are key to the delivery of guidance.

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Brian Tora


Brian Tora: Geo-political issues risk upsetting the apple cart

17 September 2014

Geopolitical risks may upset the applecart but the focus in the short term is on interest rates.

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Tony Wickenden


Tony Wickenden: Complying with Dotas goes without saying

1 October 2014

HMRC is at pains to state that straightforward abuse of the existing generous IHT reliefs and exemptions would not be disclosable.

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Fund Data

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Have you heard of cases of advised sales being disguised as execution-only?

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