Customers transferring to Axa Self Investor will be able to claim up £750 per person to pay any exit fees levied by ceding providers. The offer is open to new and existing investors who submit a transfer request between 1 May 2015 and 31 July 2015. However, claims must be made within 30 days of […]
Bank has set aside £856m for litigation and conduct issues.
To say that Jeremy Nunn and Tom McGrath are excited by their new partnership at investment boutique 8AM Global is an understatement. They seem to be falling back in love with the asset management industry, which has not always been good to them. Along with fellow 8AM Global partner Clive Moore, co-founder of investment distribution […]
Let me tell you about a colleague. We’ll call him Nigel. I wonder how many other financial advisers exhibit similar characteristics to him when it comes to the circulation of the trade press. I can tell it is either a Monday or Thursday as the reverberating sound of free trade press publications still in their […]
In the UK, everyone can pass on £325,000 of their estate on death without paying any inheritance tax, and, as of last April, there is an additional amount of £100,000 available (subject to conditions). For a UK-domiciled or deemed domiciled individual, any assets over this wherever in the world they are located are generally subject […]
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