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.
Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]
Two professional bodies have joined forces to co-brand and promote an Islamic finance qualification. The Chartered Institute for Securities & Investment’s Islamic Finance Qualification was launched in 2007 and has now got backing from the Association of Chartered Certified Accountants. CISI and ACCA signed a memorandum of agreement regarding their collaboration on the Level 3 […]