Annie Shaw is a freelance financial journalist A week that started with root canal treatment and an associated bill of nearly £700 was only going to get better. Midweek saw me at a rather glamorous lunch at the London Capital Club in Abchurch Lane hosted by Pointon York Sipp Solutions.
Consultants Mercer estimate nearly one third of a trillion pounds will be paid out from defined benefit schemes between 2019 and 2021. The record amount is due to large numbers of active and deferred members expected to transfer to another arrangement alongside a rapidly growing buy-in and buy-out market. This year has seen a record […]
Advisers must ensure all available reliefs and exemptions are used as far as they can be As announced in this year’s Budget, the capital gains tax annual exempt amount will increase from £11,700 in 2018/19 to £12,000 in 2019/20. The annual exempt amount available to trustees will increase from £5,850 to £6,000 – although this […]
LEBC director of public policy and investment committee chairman Kay Ingram on giving clients access to the defensive qualities of active funds, even though passive funds have lower charges Do you approach investment management in-house, outsource it or combine both?We do both as we look after a wide variety of clients, ranging from group pension […]