Hargreaves Lansdown says companies and individuals will look to alternative pension schemes rather than risk a hefty tax charge following news that lump sum death benefits from personal accounts will potentially be liable for inheritance tax.
FSA chairman Lord Turner has backed plans to limit the risky investment trading of large banks by capital requirements rather than splitting up banks between ‘narrow’ and ‘investment’ entities.
Newton UK equities manager Ben Russon is seeking opportunities in non-cyclical parts of the UK equity market and is steering clear of financials and stocks with domestic consumer exposure. At a Newton global outlook for 2010 round table in London last week, Russon shrugged off the recent bounce in financial stocks in the market, saying […]
The Insynergy Odey fund has the rare quality mark I look for in investments
Barclays Wealth – Minimum Return Plan – November 2009
Amid significant macro headwinds in August, Mark Page explains why his fund’s focus on stock selection has helped it outperform a falling market in August. BESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswyBESbswy
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]