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C&G launches new fixed rate bond

C&G is launching a new one year fixed rate bond, paying 5.25 per cent pa gross/AER until August 31 2005. The rate will paid on balances of a minimum £500, and additions can be made as long as the offer is open.


Pearl transfer took nearly three months

A Lincolnshire IFA&#39s retired client has had to wait over two months to access a six-figure sum from Pearl which he needs for retirement planning. Riach Independent Financial Advisers proprietor Bob Riach requested a transfer of £257,000 from Pearl&#39s closed with-profits fund to Prudential on May 18 and only received confirmation the fund has been […]

UBS Global Asset Management – Developed Asia Equity Fund

Type: Oeic Aim: Growth by investing in developed markets in the Asia Pacific region excluding Japan Minimum investment: Lump sum £1,000, monthly £50 Investment split: 53.1% Australia, 26.9% Hong Kong, 14.7% Singapore, 2.7% New Zealand, 2.6% cash Isa link: Yes Pep transfers: Yes Charges:Initial 4%, annual 1.5% Commission: Initial 3%, renewal 0,5% Tel: 0800 587 […]

Looping the loophole

Mr and Mrs Smith have a sizeable investment portfolio and a valuable private residence. They worry about their liability to inheritance tax. They will consider reorganising their investments but wonder if there is a way to remove the value of their home from their estate for IHT purposes. What should they do? Mr and Mrs […]

Protected release deal from Rock

Northern Rock is offering a protected equity-release mortgage and is updating its equity-release product range. The protected loan offers a lump sum up to half of the property value and the option of protecting up to 50 per cent of the eventual property sale value. It is available at a fixed rate starting at 6.99 […]


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