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Clerical Medical hands out calculator

Clerical Medical is releasing a carry back, carry forward calculator in CD-Rom format to help IFAs highlight this last chance tax opportunity for their clients.

From January 31 2002 it will not be possible to carry forward unused tax relief from previous years.

Clerical says it received a massive number of requests for the calculator from IFAs who want to show clients how to make the most of unused tax relief going back to the 1994/95 tax year.

The CD has an interactive training module to show IFAs how to make the most of carry back, carry forward, and combining the two. It also has guidance on the timing of tax relief, an ability to record calculations for future reference and pre-populated Inland Revenue forms.


Scot Eq issues with-profits guide

Scottish Equitable is issuing a new guide for IFA clients which explains how with-profits investments work. The guide looks at the process of smoothing, how bonuses are calculated and why and when market value adjusters are applied.

Pink provides self-cert step up

Pink Home Loans has introduced a self-certification mortgage that has a 2 per cent discount in the first year.The mortgage has a current payable rate of 4.75 per cent until October 1, 2001 but it is not available to first-time buyers. It would suit borrowers who have difficulties proving their income, including the self-employed and […]

Pink gives 100 per cent effort

Pink Home Loans has introduced a 100 per cent mortgage that has a 1.5 per cent discount for the first year.The mortgage is available for loans of up to £150,000 and has a 1.5 per cent discount with a current payable rate of 5.25 per cent. Borrowers who pay this mortgage off during first three […]

DWP to switch on pension TV

Pension advice on digital television is in view after the Department of Work and Pensions approached companies to produce interactive programmes. Interactive digital TV screens could allow viewers to get advice about pensions in a similar fashion to decision trees. The project is a joint venture between the DWP and the Inland Revenue. Pensions will […]


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