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Merchant Capital – Deposit Plan: FTSE Bull & Bear issue 1

Merchant Capital – Deposit Plan: FTSE Bull & Bear issue 1

Type: Structured deposit

Aim: Growth linked to the performance of the FTSE 100 index

Minimum – maximum investment: £5,000-£2m

Term: Five years and three weeks

Return: 100% of the growth or fall in the index capped at 40% of the original investment

Protection: Original capital returned in full at end of term regardless of index performance

Closing date: February 22, 2012

Commission: Initial 3%

Tel: 020 7332 2200



FSA publishes RDR progress guide for advisers

The FSA has produced a guide for advisers to help them track their progress in meeting the RDR requirements in time for the December 31, 2012 deadline. The guide, ‘RDR – Is your firm on track?’, was published on the FSA’s website last week. Advisers are encouraged to consider how they are going to meet […]

IMA sees sales plunge by 40% as eurozone crisis scares off investors

The Investment Management Association says net fund retail sales fell by 40 per cent in 2011 to £18bn, reflecting investors’ cautious approach due to the eurozone crisis. Last year’s net retail sales were down from £29.3bn in 2010. Cautious managed was the best-selling sector last year, with net retail sales of £3.4bn. The sterling strategic […]

Tax allowances and exemptions

Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret, featured on our Planning Matters family hub, who is a sprightly eighty year old with four children and several grandchildren. She’s recently been widowed and IHT planning is high on […]


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