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Investment trusts disappoint in Q1 amid lack of demand

The investment trust sector has not been immune to this year’s market volatility as it underperformed in the first quarter of 2016 amid a weakening of demand. The FTSE Equity Investment Instruments Index was down 2.2 per cent in the three months to the end of March on a total return basis, compared with a […]

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Woodford fund tops list of best-selling Isas

CF Woodford Equity Income has topped the best selling funds within Isas from the Bestinvest online investment service this year. Tilney Bestinvest Growth Portfolio and Fundsmith Equity came in second and third, while Threadneedle rounded out the top five with its UK Equity Income  and European select funds. The rankings come against a backdrop of […]

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Apfa: FOS must play its part in reforming adviser liability

One of the issues that crops up most often in conversations with advisers is their fear about future claims. Adviser liability is also the factor we mention most frequently when asked by the likes of the FCA and the Treasury how to broaden access to advice or what steps can be taken to get advisers […]

Tony Wickenden: How firms will be hit by Budget tax changes

The Budget introduced unexpected reductions to the rates of capital gains tax, bringing down the 28 per cent rate for higher and additional rate taxpayers to 20 per cent and the 18 per cent rate for basic rate taxpayers to 10 per cent. These reductions took effect from 6 April. The CGT annual exemption for 2016/17 […]

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ISA boost

Helen O’Hagan explores how clients could take advantage of generous limits available at tax year end within their ISA. Due to their tax efficiency it’s well worth your clients taking advantage of the generous limits available each tax year within their ISA to help them build up their savings. The current ISA limit of £20,000 […]

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