Advisers urged to reduce IHT bills through pensions.
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 […]
Some countries look better than others in today’s global bull market. For example, Europe may suffer from market jitters at the possibility of a Greek debt default and US equities are facing the twin headwinds of a higher dollar and pressure on margins. By comparison, Japanese equities are unlikely to be buffeted in the same […]
The Liberal Democrats have unveiled a new campaign pledge to help young working adults rent their own homes with government-backed loans. People will be able to borrow up to £1,500, or £2,000 in London, to go towards a tenancy deposit in England. Borrowers need to be between 18 and 30, in paid employment and not […]
Advisers increasingly use DFMs as their investment partner. Cazenove Capital provides due diligence factors for advisers to consider when partnering with a DFM. Click here
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