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Lifesearch chief takes Baigrie role

LifeSearch has promoted Brian Wilson to sales director after seven years with the company, succeeding Tom Baigrie.

Wilson managed LifeSearchs Milton Keynes office after joining as an adviser in 1997 when the company first formed. Baigrie will focus on the companys overall strategic goal of promoting independent protection advice.

Wilson says: LifeSearch moves with the times and has fresh new ideas everyday. We seek customers who want to do business with professionals that understand their needs and advisers that can deliver personalised protection solutions in a modern environment.


Picking with-profits winners

It must be remembered that, like stockmarkets, with-profits goes in cycles. I believe that investments in the right with-profits bonds – those with a high proportion of their underlying investments in equities and commercial property – will do well over the next few years, especially where the provider has a high, realistic free-asset ratio and good investment management.

Property fund aims at IHT planning

Strutt & Parker Real Estate Financial Services has set up a property development fund which is eligible for IHT business property relief. It has a minimum investment of 250,000 and is not subject to IHT upon the death of the investor. It aims to deliver returns of between 10 and 15 per cent a year.

Standard offers cash calculator

Standard Life has added a tax free lump sum calculator to its adviserzone website as part of its countdown to simplification campaign.The tool will enable advisers to calculate whether their clients are entitled to tax free cash above 25 per cent of their pension fund and plan ahead for A day accordingly.Standard John Lawson marketing […]

Dumb and dumber

I have a confession to make and would be grateful if readers would keep it a secret from my employer and my wife. As someone who has been reputed to know a reasonable amount (for a journalist) about personal finance, the information contained here could be highly damaging to that reputation.


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