Recommended

2

IFAs fear cost of transfers will increase after TVAS services cut

Advisers fear the FCA’s desire to crack down on unsuitable defined benefit transfers is likely to increase costs for consumers. At the end of March the regulator published a policy statement on transfer advice that said accepting free transfer value analysis software now fell within its definition of inducements. Subsequently, providers including LV, Old Mutual […]

Paul-Lewis-grey
4

Paul Lewis: Time to shake up IHT rules for non-married couples

Non-married couples deserve to be treated more fairly when it comes to their tax rights An emergency vicar was recently called to comedian Ken Dodd’s bedside for the marriage of the 90-year-old to Anne Jones, his partner of 40 years. It is not often the church is involved in tax planning – at least not on […]

Charles Stanley targets more financial planner hires as funds dip

Charles Stanley has said it plans to continue hiring in financial planners after a dip in equity markets hit its bottom line for the first quarter of the year. While discretionary funds were up 8 per cent for the year to 31 March 2018, and execution only platform Charles Stanley Direct attracted increased inflows of […]

State of the markets: UK equity income

Artemis Income Fund manager Nick Shenton discusses the state of the UK equity income market with journalist Alexis Xydias. With the first three months of 2015 showing strong returns for both the Artemis Income Fund and UK markets generally, Nick Shenton discusses the fund’s top contributors – including overseas holdings Novartis and Bayer – and […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment