19 April 2018

business property relief

Tony Wickenden: Using VCTs and EISs in retirement planning

Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]

The Big Interview: Morningstar boss on unleashing tech’s potential

Morningstar chief executive Mark Roomans on bringing algorithmic investing to the mainstream Morningstar UK chief executive Mark Roomans is a senior industry leader whose career has been largely devoted to helping the investment world harness the power of data to create better solutions. Good data has always given fund managers their edge, driving better decision-making […]

Brett Davidson: When doing nothing is the best business option

Patience is an underrated skill in business. Do not fall into the trap of making decisions too quickly and regretting them later. It is important to make decisions when you run a business. Indeed, there are some situations where making any decision is better than analysis paralysis. However, there are also times when you need […]

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Alistair Cunningham: Where are all the good conferences and events?

Good events are becoming increasingly hard to find. There are several reasons for this, and the prospects of the situation improving in the near-term look bleak. Technical sessions from providers have been drying up – I assume for fear of being deemed to break FCA inducement rules. I fondly remember the pensions education sessions with […]

Martin Tilley: Keeping on top of Sipp proposition dilution

Knowing what assets each operator will accept and with what conditions is becoming increasingly difficult The recent well-publicised events concerning Sipp operator asset acceptance have focused the mind of a number of advisers. We have been fielding enquiries about our own Sipp and the asset classes we as a Sipp operator would consider. But this […]

neill macgillivray
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Neil MacGillivray: When expression of wish forms can let clients down

Clients cannot always rely on pension providers to follow their wishes when it comes to beneficiaries on death Headlines earlier this year drew attention to a startling statistic that 750,000 people coming up to retirement are at risk of their pension being passed on to an ex-partner when they die because they have not updated […]

Kim North grey
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Kim North: Why is advice still such a no woman’s land?

I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]

Profile: Fiducia on really knowing your clients

Fiducia managing director on ‘good old-fashioned’ customer service in the digital world Anthony Scott is adept in the art of communication. As an adviser and a novelist (he has written the novels ‘On Ashover Hill’ and ‘The Birthday Gift’) it is crucial for the Fiducia Group managing director to engage and build a rapport with […]