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Gifting with an attorney

At this time of the year, with the Budget looming and the end of the financial year following shortly after, the question of inheritance tax planning often assumes a greater importance in the minds of clients. The potentially exempt transfer (Pet) regime is still a very favourable one in that, if a client can gift […]

Threadneedle fund chief quits

Threadneedle American growth fund manager Zanny Perring will depart from the group this month after deciding to leave the fund management industry for family reasons. Perring, who has managed the £725m fund for more than five years, is being replaced by Andrew Holliman, who joined Threadneedle in 2003 from Baillie Gifford. Perring&#39s other fund &#45 […]

NAO report allows Revenue pensions simplification

The National Audit Office&#39s report backs up the Treasury&#39s views and paves the way for the Inland Revenue to implement pensions simplification, HR consultants Hewitt Bacon & Woodrow assert. Speaking on the NAO&#39s research into the impact of the £1.4m lifetime pensions cap Hewitt Bacon & Woodrow pensions consultant Andy Cox says the NAO has […]

Fidelity Investments wins fund group of the year

The 2004 Lipper Fund Awards Ceremony saw five fund management companies receiving awards in six categories. Fidelity Investments won best overall group and best bond group. Marlborough Fund Managers won best overall equity group, and Merrill Lynch Investment Managers won best UK equity group. Newton Fund Managers won best non UK equity group, and Investec […]

Directors, limited liability partners and auto-enrolment

By Jim Grant, Senior Product Insight & Technical Support Analyst 6 April 2016 brought in changes to employer duties for directors and partners in limited liability partnerships. Here we explain exactly what’s changed. Before 6 April 2016… Directors of limited liability companies where there were no other directors or employees were exempt from the employer […]


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