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 & […]
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.
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:
Banks are heading back into the world of advice but a culture clash means IFAs should not feel threatened It is interesting to see how many banks, asset managers and discretionary fund managers are moving into the advice space. Some for the first time. Others, with hope winning over experience, for the second or even […]
Baillie Gifford is lowering the annual management charge on four of its investment trusts from 1 January 2019. The Edinburgh Worldwide Investment Trust, Pacific Horizon Investment Trust, The Baillie Gifford Japan Trust and Baillie Gifford Shin Nippon all allow a tiered approach based on its total assets, and the group will reduce fees for the […]
FP Wealth Management director on helping other advice firms reap the benefits of taking on students If the future of advice makes you think of technology, think again. It is really all about people. A business cannot function without good people – something FP Wealth Management director Ian Bentley is well aware of. For the […]