Halifax is calling on the government to raise the inheritance tax threshold to £430,000 and to make a commitment to link the threshold to house price inflation in the future to allow for house price inflation.Research from the lender shows that the combined revenue raised from IHT and the higher rates of stamp duty on […]
Aifa and the ABI have joined forces to publish a guide setting out the respective responsibilities of providers and advisers in the creation, design, delivery and after sale of products.The move follows a recent FSA paper which focused on where the responsibility lies at the fault-line between distributors and providers.Aifa director general Chris Cummings says: […]
Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
If you lived outside of our lovely financial planning bubble, the words “I’m saving too much into my pension” wouldn’t sound like a problem at all. The person you were complaining to would probably respond with something along the lines of “oh no, you’ve got too good a job, have earned too much money and […]
Mutual LV= is proposing to change its status from a friendly society to a company limited by guarantee so it can make decisions more nimbly. The announcement was made in annual results published today and will be subject to a vote among LV= members at a special general meeting on 22 May. Currently, LV= is a […]
What an incredible year it has been for the advice profession. Despite persistent fears negative headlines are holding advisers back, there is hope on the horizon that the government really is sitting up and taking notice of the role financial planning can play. The dial has finally moved on the cold-calling ban, the introduction of […]