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AUTIF provides ISA training for IFAs

The Association of Unit Trusts and Fund Managers is to hold a training course for IFAs looking to learn the main features and technical details of ISAs.

AUTIF is concerned that many IFAs have not fully understand the new tax-free savings product which will be launched in April.

Director of training and education Victoria Nye says: &#34The quality of training and competence among IFAs on whom the industry depends is central to the success of ISAs and the industry as a whole.&#34

The course costs £150 and IFAs looking for more details should contact Maxine Irving on telephone number 0171 831 0898.


Investors warned to use up allowances by tax planners

The Chartered Institute of Taxation and Association of Taxation Technicians are advising investors to use up their IHT exemptions before April 6.It is also warning investors to use up their full capital gains tax exemption which stands at £6,800.It says: &#34Anyone with a potential inheritance tax problem should consider making gifts before April 6 to […]

Chelsea Building Society announces record mortgage lending

Chelsea Building Society&#39s gross lending increased 12 per cent to £739m in 1998.Its retail funding increased by 13 per cent to £448m and savers&#39 balances grew by £450m.Its pre-tax profits were up 12 per cent to £33.5m and total assets increased by 15 per cent to more than £4bn.

Jon King appointed manager of Hinton & Wild

Jon King has been appointed manager of Hinton & Wild, the Surrey-based IFA.The firm, which is based in Tolworth near Surbiton, is part of the Gloucester-based equity release specialist Ecclesiastical Insurance Group.King joined EIG in 1994 as National Broker Consultant for the financial services division.

Birmingham Midshires to offer base rate tracker mortgage

Birmingham Midshires Building Society is launching a mortgage which tracks the Bank of England base rate.The Base Rate Tracker which will be available exclusively through Midshires intermediary arm guarantees to offer 0.75 per cent above the Bank of England&#39s base rate for the lifetime of the loan.The current rate payable is 6.25 per cent and […]

Rise of the machines

Head of Sustainable Investing at Royal London Asset Management, Mike Fox, looks at the case for including artificial intelligence within a sustainable investment strategy. Read the article in full here The value of investments and the income from them is not guaranteed and may go down as well as up and investors may not get […]


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