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The issues of greatest interest for financial advisers and financial product providers would seem to be:

(i) The possible taxation of corporate capital gains/losses on a mark-to-market (year by year) basis.
(ii) The possible abolition of indexation relief for companies.
(iii) The retention of capital gains tax freedom for gains made by collective managers and indexation relief for life funds.
(iv) The possible removal of some of the differences between trading and investment companies.
(v) The basing of tax relief for capital expenditure on the accounting basis with the removal of the separate regime of capital allowances.


Trigold signs deal with three mortgage clubs

Sourcing system and trading platform Trigold has signed a deal with broker clubs Mortgage Intelligence and The Mortgage Alliance, Scottish Mutual and Scottish Provident&#39s club. A customised version of the software offering TMA&#39s 3000 members mortgage point-of-sale and processing solutions has been developed. And Mortgage Intelligence&#39s 5,000 members can now choose from Trigold or Mortgage […]

Outside edge

It never fails to amaze me how the pundits change their views on the housing market. Last week, Hometrack lowered its projection of 7 per cent house price inflation for next year to a drop of 5 per cent – a movement of 12 per cent in less than a month.We should give its view […]

Legal & General – Global 100 Index Trust

Monday, 2 December 2002 Type: Unit trust Aim: Growth by tracking the global 100 index Minimum investment: Lump sum £500, monthly £25 Investment split: 100% tracking the global 100 index Isa link: Yes Pep transfers: Yes Charges: Annual 1% Commission: Lump sum initial 1% or 0.25% renewal, monthly 0.75% Tel: 020 7528 6773

Deeds of variation

Under current legislation, within two years of a person&#39s death, it may be possible for the beneficiary(ies) of a gift under the Will (or on an intestacy) of the deceased to vary the destination of the gift. Such a variation can, depending on the circumstances, save IHT. It may well be the case that Labour […]


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