Catriona McInally, business development manager, explores how your corporate clients can manage their cash deposits and maximise returns without compromising security and liquidity.
Providers and advisers have called for greater clarity from HMRC over how relevant life plans with critical illness cover will be taxed. Aviva has stood by its relevant life plans after communication from HMRC has thrown their tax status into doubt. In a letter from HM Revenue & Customs to fellow relevant life provider Vitality […]
Much has been debated in recent weeks about how to ease the pressure on an unsustainable state pension. According to the Centre for Policy Studies, spending on the state pension has risen by 25 per cent over the past six years to £86bn. With more than a million people joining the over-65s demographic in the […]
What might Trump’s policy proposals mean for markets and key components of the US economy going forward? The questions outnumber the answers at present. Loomis Sayles Macro Strategies takes a look at the impacts of the US election. Click here
Almary Green has lost a much loved and respected member of its advice team: Mark Ring. Mark, who was aged 49 and leaves a wife and three daughters, died suddenly and unexpectedly at home on Sunday 6 November. The loss of Mark has come as a devastating blow for family, friends, clients and colleagues. Mark […]
Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you’ve viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate. View here
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Fidelity-owned FundsNetwork is working to fix an issue that has disrupted advisers placing Junior Isa business with it. Money Marketing understands some advisers were experiencing problems with the platform last week, including when trying to trying to make additional payments to a Fidelity Jisa. An issue with FundsNetwork’s online system meant advisers had to use […]
Transact parent IntegraFin Holdings is applying to list on the main market of the London Stock Exchange with the float expected to take place in March. IntegraFin today confirmed its intention to go ahead with an initial public offering. Shares in the company will be offered to UK institutional investors. Those “elsewhere outside the United […]