The Association of Mortgage Intermediaries is considering setting up a permanent equity-release body to replace the current working group.
Adviser Smith & Williamson says an SSAS inheritance tax “loophole” would benefit tax collection.Standard Life has accused Axa using a SSAS loophole which enables small businesses to pass on assets tax-free, and, in theory, allows family members to set up schemes to bypass IHT.The Revenue has pledged to clamp down on any abuses.But Smith & […]
How disappointing but not surprising to see the Association of British Insurers drop its review on the payment of commission.
It is increasingly rare for there to be real innovation in our markets today, with replication the leading force. That is just one of the reasons to welcome Advantage’s new shared equity product – that is not what the firm calls it but that is what it does so that is what we will call it.
Although there has been a marked increase in market volatility, the big picture of late is that there is not any discernible trend and markets are trading off each rumour and data release.
Capital Market Notes, December 2016 David Lafferty, Chief Market Strategist, and Dave Goodsell from Natixis Global Asset Management’s Durable Portfolio Construction Research Centre, assess how institutional investors view central bank policies from across the globe. Read the full article here:
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As someone training to be a cricket umpire, fair play matters to Fortitude Financial Planning director Chris Bowmer. Doing the right thing for clients is something he has adhered to from the start of his career, even in a 1980s sales environment with nothing to gain by delving beyond a client’s surface requirements. While he acknowledges […]
Fund managers who have helped pay compensation over the collapse of life settlement bond provider Keydata will receive a £12m refund, the Financial Services Compensation Scheme has announced. Keydata’s management has been embroiled in a multi-million-pound legal battle with the FCA since it collapsed in 2009. The total bill for compensation stands at more than […]
With no employer to fall back on, the self-employed are on their own when it comes to retirement saving. Irregular income patterns can make it harder to save regularly into a pension and commit to locking money away until age 55. Those who are building a business may see that as their biggest asset and […]