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Barclays Wealth -Wealthbuilder Bond August 2011

Barclays Wealth -Wealthbuilder Bond August 2011

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £5,100-£500,000, Isa £5,100

Term: Six years

Return: 5% locked in each year the index is at or above its initial value, giving a maximum of 30%

Protection: Original capital returned in full regardless of the performance of the index

Closing date: September 19, 2011, September 5, 2011 for Isa transfers

Commission: Initial 3%




LibDems press for CGT on £1m first homes as 50p tax alternative

The Liberal Democrats are pushing for capital gains tax to be levied on the sale of first homes worth over £1m after acknowledging they will lose the battle to retain the 50p highest rate of income tax, reports the Financial Times. Chancellor George Osborne has signalled that he is looking to scrap the 50p rate, […]


FSA fines Sir Ken Morrison £210k over share sales

FSA has fined former Morrisons chairman Sir Ken Morrison £210,000 for failing to disclose his reduced shareholding and voting rights in the supermarket chain. Morrison retired as chairman of the supermarket in 2008. Shortly after his retirement, the company announced on March 28, 2008 that Morrison had a notifiable holding of voting rights of 6.38 […]

Dear CEO letter writer says the focus will stay on suitability

A former FSA senior associate has warned wealth management firms and advisers that suitability of advice will remain a key regulatory focus under both the FSA and the Financial Conduct Authority. In June, the FSA sent wealth management firms a Dear CEO letter after it found 80 per cent of files it reviewed presented a […]

InFocus - thumbnail

In Focus — February 2015

Jelf Employee Benefits looks at the issue of paying anaesthetist fees when the patient had no chance to discuss or agree to them prior to care; and provides recommendations for avoiding this scenario.


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