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Compliance tip of the week: Vulnerable clients a certainty

It is easy to dismiss the need to deal with vulnerable clients as at the fringes of advice, not something really applicable to you. But with one in five of us likely to develop dementia, and one in four of us suffering from some form of mental illness at any one time, it is inconceivable […]

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Lib Dems would allow councils to double tax on second homes

The Liberal Democrats is to announce plans to give local authorities power to double council tax on second homes. The announcement comes as part of a “Countryside Charter” unveiled today in Cornwall by Lib Dem leader Nick Clegg. The Lib Dems hope that by allowing councils to charge up to 200 per cent council tax, […]

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Tribunal upholds investor’s claim over £383k tax bill

Investors who have overpaid tax when drawing money from investment bonds could reclaim it through the courts following a ruling in favour of an investor who was landed with a £383,000 tax bill. The Upper Tribunal ruled in favour of Joost Lobler last week after he challenged HM Revenue & Customs over the bill. Lobler […]

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Neil Liversidge: Do we really know better than our clients?

The late Sir John Templeton had 10 maxims for investment success.  Number 10 was that “an investor who has all the answers doesn’t even understand the questions”. Along with all the standard and risk warnings, we frankly tell every client that while we give advice in good faith we do not claim to be omniscient. […]

Show me the money – earnings are central to performance in Europe

Equity markets globally currently remain vulnerable to sharp shifts in sentiment caused by either unexpected or unwelcome outcomes in key upcoming political events (the US and German elections, Brexit and the Italian referendum). These top-down influences, combined with the current low global growth environment, will likely lead to broadly directionless markets, and prolong the current low beta return environment. We do, though, […]

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