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Out of context

•”If I grow a neck beard, can I get into the Diary?” – Standard Life press officer Barry Cameron.

•”Ooh, I&#39m vibrating.” – Bristol & West PR Debbie Stavely enjoys receiving a phone call.

•”I thought I would come dressed as David Beckham but people tell me I look like Jamie Theakston.” – Inter-Alliance corporate relations manager Charlie Ansdell.

•”We love Standard Life, they take all the flak off us.” – CIS press officer Alison Richardson.

•”The safest way to advise a client is to say: &#39I don&#39t know&#39.” Simpsons of Brighton partner Andrew Merricks.

•”I am only happy because I don&#39t know what is going on.” – Baronworth Investment Services director Colin Jackson.

•”I have absolutely no decorum and I am not too proud to admit it.” – Consumers&#39 Association senior policy adviser Mick McAteer about his birthday celebrations two weeks ago.


Deeds of variation

Under current legislation, within two years of a person&#39s death, it may be possible for the beneficiary(ies) of a gift under the Will (or on an intestacy) of the deceased to vary the destination of the gift. Such a variation can, depending on the circumstances, save IHT. It may well be the case that Labour […]

Business / agricultural property relief

Currently certain business and agricultural assets qualify for 100% relief which, subject to certain conditions being satisfied, effectively removes the assets from the inheritance tax net. Labour are concerned that these reliefs may be abused. However, they have stated historically that &#34they will introduce arrangements to protect bona fide family businesses from being broken up […]

The exclusion zone

Many people on moderate incomes take for granted their ability to hold a range of different financial products. Although we might moan about our banks, we hardly notice the benefits they provide us with. Try imagining running your finances, indeed your life, totally excluded from mainstream financial instruments. It soon starts to get difficult, yet […]

The Government&#39s pension paradox

It has finally happened. A client of ours has declined to increase his presently modest pension contributions for the explicit and simple reason that he does not want to be bound to having to spend three-quarters of his fund at retirement on buying an annuity.This may come as no great surprise to those of in […]


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