The introduction of equal treatment on all matters tax through full recognition being granted to civil partnerships creates a series of planning issues on which professional advice will need to be sought.
Morningstar CEO Toby Webb has been replaced by Bevin Desmond, Morningstars president of international operations. Desmond will oversee the running of the UK business until a replacement is found for Webb, with the group actively recruiting and expecting to find somebody soon. Morningstar has 17 international operations outside the US.Desmond says: “Toby Webb went last […]
Type: Fixed-rate mortgageMinimum loan: 15,500Maximum loan: Up to 95% of valuation subject to a maximum of 250,000, up to 90% of valuation subject to a maximum of 400,000, up to 85% of valuation subject to a maximum of 500,000, up to 75% of valuation subject to no maximumIncome multiples: Up to 3.5 times principal income […]
Trevor Greetham, Head of Multi Asset at Royal London Asset Management, reveals why clients should be seriously concerned when short-term holdings of cash turn into a long-term investment. There is nothing wrong with holding wealth in the form of cash on a short-term basis. For many people capital stability is important and access to ready cash […]
The Equity Release Council has announced that a record number of new plans were agreed to in the last three months of 2018 – 12,891. This means that the total number of new plans agreed for the year came to 46,397, a 25 per cent increase year-on-year. During 2018 as a whole, the council says […]
As EOTs gain in popularity, there are issues that need to be addressed to prevent them being abused Employee ownership has caught the attention of a good number of advice firm owners over the past 12 months. Given the large number of business owners who seek advice, it is entirely right advisers should understand it […]
Compliance provider SimplyBiz is optimistic after posting year-end results with earnings before tax above management expectations. In its pre-close trading update for 2018, the provider’s balance sheet shows net cash of £6.4m following what it termed a difficult year for markets. SimplyBiz is now nine months on from its initial public offering on the London […]