Over the past few weeks I have been looking at the dividend, salary and pension choices for SME owners in the light of the significant changes to the taxation of dividends taking effect this tax year. The financial services sector, understandably, has focused on the impact for investors – not unexpectedly as the impact can […]
We have a board committee at Helm Godfrey that looks at the key risks facing the business. The core document is the risk register. One of the issues we have been considering lately is whether we are actually providing the ongoing reviews and other services to clients that we said we would. Advice firms need […]
Interest rates are low. Bond yields, in some economies, are at negative levels. Simon Edelsten, manager of the Artemis Global Select fund, analyses which assets investors should now consider. Click here to view full article
About 18 months ago I wrote about how an insurance claim, valid in every respect, can be rejected if the insured has sought to embellish the facts with a lie in the course of making the claim. Such fraud has become known as a fraudulent device. I illustrated the point by reference to a Court […]
With 23 auto-enrolment compliance notices issued by the Pensions Regulator, and an evolving legislative landscape meaning previously compliant schemes may now be in breach of regulation, now is the time to think about auditing your auto-enrolment scheme. Johnson Fleming is hosting a webinar on 9 October at 11:00 on how to audit your scheme to ensure compliance, avoid breaches and fines and overcome data issues.
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