Thursday, 7 March 2002 Type: Investment trust Aim: Growth by investing in equity release schemes Minimum investment: Lump sum £1,000 Maximum investment: None Investment Split: 100% invested in equity release schemes Types of share: Not applicable Isa link: Yes Pep transfers: Yes Redemption date: No Charges: Initial 2.25%, annual 1.2% Commission: None Tel: 0845 7078425
Isas offer freedom from income tax and capital gains tax. In addition, the 10 per cent tax credit on dividends from UK equities can be reclaimed until April 5, 2004.Investors have a choice of one of two types of Isa each tax year – a maxi Isa or mini Isa, the features of which are […]
Consultation Paper 121A one to one? I think not. From Hull, Hell and Halifax Let's agree to disagree,The Funny Smell Authority is beginning to rile me.This time, let's have a more Equitable discussion.Broker a discussion? More like a scattergun approachTo ram the idea down everyone's throatA proper muddleYes – and jolly bankers in a huddleIndependence, […]
A TV production company is looking for the Jamie Oliver of the IFA world to host a financial makeover programme to be broadcast on terrestrial television.London company Felix Productions is hunting for a future star of the small screen for a show that will advise real people on how they can efficiently manage their income, […]
Jelf Employee Benefits assesses the areas that employers should be aware of when considering operating in Sierra Leone, including healthcare access, delivery and insurance provisions. This report draws on various sources to highlight specific considerations for this emerging jewel in West Africa.
The way centralised investment propositions run today is far from perfect. So where do we go from here? There should be a name for the rule of thumb that says, just as the retail financial services industry reaches some consensus that something should be done a certain way, it all starts falling apart. In fact, […]
A look at the important take-aways from the senior manager regime’s previous implementation for those beginning their own preparations The forthcoming extension of the Senior Managers & Certification Regime represents the next major regulatory change that gets to the heart of a firm’s culture, governance and operational considerations. SM&CR implementation will not be a one-time […]
An Essex man has been jailed for eight years after mis-selling carbon credits to 130 victims in 2012 and 2013 and using the funds to purchase luxury items for himself. City of London Police took on the case from Essex Police, sentencing Sami Raja of Grays, Essex in Southwark Crown Court on Friday. Raja was […]