Whenever you see an article on trusts, it almost always repeats the same arguments about the benefits, they help avoid inheritance tax, avoid probate, make sure the right people benefit and so on – and it is true that all of these are benefits for the client.
Content supplied by Natixis Global Asset Management This video from Natixis Global Asset Management focuses on Active Share. One strategy for the smarter use of equity investments is ensuring you get what you pay for. According to the company, looking at Active Share can give you a better perspective on where performance comes from. Active […]
This year has seen women stand up and make sure they are recognised for their achievements. The Chartered Insurance Institute’s Insuring Women’s Futures programme, Women in Protection network and a wave of awards events focused on the triumphs of women in the industry have set the trail blazing for females in financial services. The passion […]
The Financial Ombudsman Service has issued several preliminary decisions in favour of three claimants who invested more than £36,000 into the Ethical Forestry scheme through Liberty Sipp. The investments were made after being approached by introducer Avacade, which cold called the clients and discussed moving their pensions with them. The FOS adjudicator finds Liberty Sipp […]
Wealth manager Brewin Dolphin has acquired a Hampshire-based IFA firm Allwin Tax Planners and Portfolio Managers to join its recently opened Winchester office for an undisclosed sum. Allwin’s team, comprising of two planners and support staff, will move to Brewin’s Winchester office upon the deal’s completion in 2019. Allwin co-director David de Kretser wrote it […]