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Home truths for loan guru

On the wrong Home-track after the Headline money awards last week was

Wrigles-worth Consultancy mortgage guru John Wriglesworth.

The Diary learns that after the sound of gongs had died away, our

John piled into a taxi only to find out he had forgotten where he


As a man who spends so much of the time watching movements in the

housing market, you might think he would know where his own house was.

The Diary would add, however, that the reason for John&#39s confusion

was because he has just moved house.



“No, I&#39m not that impressed. Sesame as in Sesame Street makes us looklike a Mickey Mouse industry.”Roger Versteeg, Versteeg Lister & Co “It doesn&#39t really concern me as I&#39m not a Misys member, but I thinkit is a fairly trivial name for a fairly important industry.”Gregory Braithwaite G Braithwaite/The Ethical Partnership “No. It made me […]

FSA to probe paperwork as maturing bonds fall short

IFAs face the scrutiny of letters to clients on execution-onlybusiness as a further wave of stockmarket bonds mature, leavingshortfalls on investors&#39 initial investments.The FSA says it expects to take enforcement action over the productsit has named “precipice” bonds where IFAs&#39 accompanying lettersaremisleading, even if the marketing literature warned the client of thehigh risk.Investors in the […]

Inter-Alliance sets up pension bureau

National IFA Inter-Alliance is launching a pensions bureau that will offer less qualified IA advisers the option of referring business on to a pensions specialist. The group says rather than de-licensing advisers overnight because they do not have the AFPC G60 qualification it has decided to set up a system that will allow them to […]

Inter-Alliance expands Middle East operation

IFA group Inter-Alliance International is opening an office inBahrain as part of its Middle East expansion programme.The group has appointed Chris Curry as managing director ofInter-Alliance International Middle East. He will be responsible fordevelopment in the region.The offshore arm of Inter-Alliance plans to develop the Middle Eastregion over the next three years, with Bahrain taking […]

Who pays inheritance tax and how to declare it

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT).  To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]


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