The Enterprise Investment Scheme and capital gains tax reinvestment relief are to be rationalised to create a unified scheme. The changes, which take effect from April 6, will include an increase of 50 per cent to £150,000 a year in the amount that an individual can invest in new shares with the benefit of income-tax […]
Colonial Investments has appointed Lindsay Firth-McGuckin as marketing director. Firth-McGuckin was previously marketing director at Henderson Investors and head of marketing at Liverpool Victoria Friendly Society.
Johnson Fry founder Charles Fry is standing down as chief executive on December 31. Fry will continue to serve on the board and will work part-time at the company in sales and marketing. Rebecca Thomas, who was appointed managing director in September, will take over operational responsibility.
Axa is facing a £200,000 compensation claim from a former tied agent and IFA who is suing over a disputed golden hello payment. Martyn Freeman is suing the company for breach of contract and loss of earnings. The case reaches trial in Slough next week. Freeman alleges that he was offered a £9,000 golden hello […]
As the Royal London Global Multi Asset Portfolios or GMAPs approach their one-year anniversary, Head of Multi Asset Trevor Greetham looks back at performance over the past year and offers his investment outlook for the coming months. Click here
Women are earning, inheriting and controlling more money than ever. Yet very few financial institutions are doing an outstanding job of attracting and serving them. How you sell and deliver financial services to men is not the same as how you sell and deliver financial services to women. Even if men and women end up […]
If you want the crash course in all things leading edge in Fintech visiting a Finovate show can be time well spent, but it’s also an exhausting experience. The first two days of this year’s Fall show in New York involved no fewer than 80 demos of fintech propositions of all shapes and sizes. Anyone […]
Where to start and what to look out for when aiming to meet the financial requirements of the client For their advocates, fund panels are like a palette, which advisers can choose from to come up with a tailor-made investment solution for individual clients. As an efficient tool at the adviser’s disposal, a panel of […]