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Liverpool Victoria – Max

Friday, March 1, 2002

Type: Unitised with-profits endowment

Aim: Growth by investing in the Liverpool Victoria with-profits fund

Minimum sum assured/premium: £4,500/£50 a month, £600 a


Minimum-maximum term: 10 years

Fund links: With-profits

Charges: Initial charge version – initial subject to negotiation, annual

implicit. Level charge version – annual 0.32%

Options: Waiver of premium

Commission: Initial 130% of Lautro, renewal 2.5%

Tel: 0845 6020690


IHT and non-UK domiciled spouses

It is quite a long time since I have seen any articles in the trade press regarding trans-fers of value to a non-UK domiciled spouse for inheritance tax purposes.This is an important subject where relevant as, with the cosmopolitan members of the population of the UK, there are more and more marriages between UK and […]

Close Brothers Investment – West End Films

Tuesday, February 26, 2002Type: Enterprise investment schemeAim: Growth by investing in the financing of televisionprogrammesMinimum investment: Lump sum £2,000Opening/closing date: February 18, 2002/April 4, 2002 for 2001/2002tax year, May 27, 2002 for 2002/2003 tax yearCharges: Initial 5.95%, annual 1.9%Commission: Initial 2.5%Tel: 0800 9177107

L&G warns about lost pension contributions

Up to £40bn of pensions tax relief a year is going to waste because people are not making the most of their personal pension allowances, according to Legal & General. It says there are 52 million people eligible to pay in to personal pensions or stakeholder but many are not aware of the contribution limits. […]

Premier Asset Management – Premier UK Income & Growth Plan

Wednesday, February 27, 2002Type: Closed-ended investment companyAim: Income or growth by investing in Premier equity and growthMinimum investment: Lump sum £7,000Place of registration: DublinInvestment split: 100% in Premier equity and growthGuarantee: Capital returned in full at end of term provided the FTSE100 does not fall by more than 25%Yield: Choice of 0.6% a month, 7.5% […]


White paper — Dubai International Insights

Jelf Employee Benefits discusses the legislative changes in Dubai, available medical facilities and policy considerations for employers with expatriate workforces in the country. This edition will be of particular interest to global human resource directors, compensation and benefits specialists and mobility managers who have employee populations in Dubai, or are considering operating there in the near future.


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