EIS manager sends Mifid II 10% drop alert

An investment manager offering enterprise investment schemes has alerted investors of a 10 per cent drop in value for one of its portfolios, just over two months after the introduction of Mifid II. Downing, a London-based investment manager, has notified clients and advisers about the drop in value of its Downing Renewables EIS portfolio, which […]

UK Currency Coins Sterling 450

ATS reports £19m loss

Platform Alliance Trust Savings has reported a £19m operating loss for 2017, as its parent company has reduced the value of its investment in the business. ATS has also reduced the value of the intangible assets related to its execution only platform Stocktrade, which resulted in a £13.2m exceptional charge. ATS moved that business from […]

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]


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