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Intermediaries ignoring well-performing trusts, research shows

Sales of well-performing trusts are being hampered by intermediaries lacking experience of specific providers according to research from Henry Samuels Marketing Service. This finding emerges from the “IFA Networks, Unit Trusts and Isas” which examines the attitudes of network members to a range of unit trust and Isa providers. It says Fidelity consistently scored high for virtually all criteria but the less widely used Threadneedle achieved similar returns.

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Euro directives help and hinder move to multi-ties

Two contradictory directives are being discussed by the European Union, with one aiming to bring the UK financial services sector into line with Europe and another hindering any proposed changes. The information and consultation directive being debated this week in Strasbourg is expected to be agreed by all member states, including the UK, by the […]

Inora Life gets dynamic again

Inora Life is introducing the second version of its dynamic income fund.Dynamic income 2 is an offshore insurance bond registered and managed in Dublin. Inora Life is hoping the fund will appeal to two types of investor; members of the British expatriate community and UK investors. Both types will be looking for a medium-risk investment […]

Neville James advises on education costs

To coincide with the start of the academic year Neville James fund management is encouraging parents to consider their families education costs as part of their investment planning. It says by the time a child graduates from university they may have cost £215,000 on education and many students can accumulate debts of over £10,000. It […]

New Equitable inquiry may block FSA report

The FSA report into its handling of the Equitable Life debacle may never be published following the Treasury&#39s announcement of an independent inquiry into the troubled life office. The inquiry, which has no end date, may open the door to Government compensation. It will be headed by Scottish commercial judge Lord Penrose who has a […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]

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