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Hawksmoor poaches Lockyer from iimia

Hawksmoor Investment Management has appointed Daniel Lockyer as a fund manager.

Lockyer joins on June 1 from iimia/Midas the fund of funds specialist.

He will drive the firm’s active asset-allocation funds-based investment process working alongside current CIO Richard Scott.

Hawksmoor chief executive John Crowley says: “Daniel’s arrival will enhance our capability to deliver our successful investment solutions – whether funds-of-funds or bespoke discretionary managed portfolios – to our clients and to develop further our relationships with professional introducers – solicitors and financial planners”


Annual Kickout Plan from Keydata

Keydata has launched its first five-year Annual Kickout Plan, which offers investors the choice of early maturity at each plan anniversary, with a rising bonus facility.

Quality quest

This month, the International Monetary Fund will deliver its latest reviews of financial services regulation in Jersey and the Isle of Man, with a similar exercise for Guernsey due to be carried out in September this year.

HMRC proposes U-turn on Isa rebates

HM Revenue & Customs is proposing taxation changes which will allow annual management fee rebates due on Isa investments to be deposited directly in clients’ Isas without constituting a contribution.


Out from the long grass? An IT and NI merger

Those with a long memory will recall that at the start of the last parliamentary term George Osborne announced his intention to merge income tax (IT) and national insurance (NI).  Headline grabbing as the initiative was, the reality of the complexities, challenges and costs of such a move resulted in this idea being kicked into the political long grass.


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