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Montello Private Finance – Income Fund

Montello Private Finance – Income Fund

Type: Exempt unit trust/limited partnership

Aim: Growth by investing in short -term property/bridging finance loans to individuals and businesses

Minimum investment: Lump sum £25,000

Investment split: Up to 90% in bridging finance loans, at least 10% in cash

Charges: Implicit

Commission: Subject to negotiation

Tel: 020 7193 8585


NAPF fights tax relief restrictions

The National Association of Pension Funds has set up a working party to lobby against the Government’s restriction to tax relief on pension contributions and is calling for the annual allowance to be reduced to between £45,000 and £75,000 instead. Senior policy adviser David McCourt says the Budget move to taper relief for people earning […]


Hub of the matter

Financial Relationships joint founder Alex Morris describes how the firm is taking a hub and spoke approach to service by building professional connections and making advice the product

About turn

Speculation is rife as to whether the Tories, if successful in the general election, will reverse recent tax legislation.


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