While investment performance is generally depicted in terms of gross return, tax habitually dictates what part of that return ends up in the investor’s pocket. Clearly, the investor’s spending possibilities are constrained to the return after tax and one might argue it is this that counts. Investing in a great performing fund in a tax-inefficient […]
Defaqto has appointed former Sesame managing director for wealth management Pan Andreas as head of insight for its funds and DFMs team. Andreas, who will start his new role in January 2016, will be responsible for Defaqto’s ratings and risk-rated funds and models, as well as publications and consultancy. Defaqto chief executive officer Zahid Bilgrami says: “We […]
The FCA has written to financial advice consolidators requesting information on suitability processes when acquiring new firms, Money Marketing can reveal. The regulator is understood to have asked firms to provide details of their business plans for the next year, as well as details of how they treat customers gained through consolidation. In particular, the FCA […]
Anthony Villis, Managing Partner at First Wealth, discusses what makes a successful advice firm.
Clare Moffat, Technical Manager, looks at the benefits of pensions from an IHT perspective. 100% access and 100% discount – what type of wrapper could this be? A pension! Post flexibility there is 100% access (for those over 55) and normally pensions are inheritance tax (IHT) free. With flexibility the options available on death mean […]
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