“HMRC’s tax guidance provides welcome clarity around the use of mainstream estate planning solutions, such as flexible reversionary trusts,” says Sean Christian, MD & Executive Director – International Businesses, Canada Life International. Sean Christian said: “The new Disclosure of Tax Avoidance Schemes (DOTAS) legislation enables HMRC to crackdown on aggressive tax avoidance schemes, while the […]
Premier Asset Management has reported a 16 per cent increase in assets under management as it backs active management to overcome political instability in the years ahead. The Guildford-headquartered manager says it has increased AUM from £5.5bn in March 2017 to £6.4bn this March. Net inflows were £411m in the six months to March, up […]
I recently experienced an uncomfortable encounter, which led me to take a more difficult path than some of the easier options available. It followed several months of kicking the tyres on various back-office and customer relationship management systems. Most meetings with software providers left me feeling uninspired. You know how it goes: there is the […]
Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
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