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Out of Context: “We decided to go for clients that are going to stay alive of a while”

“We decided to go for clients that are going to stay alive for a while”

Money on Toast founder Charlie Nicholls says he isn’t too concerned about having a limited presence in the over 60’s market

“One of my colleagues used to live with One Direction’s keyboardist”

FOS press officer Rory Stoves reveals a tenuous claim to fame

“We could’ve done with some of that for Paul Flowers.”

Treasury select committee member Jesse Norman on learning medication taken by John Maynard Keynes also acted as a truth serum during the Bretton Woods conference

“My Government will… extend the EESA.”

Her Majesty hints at a new tax wrapper during the Queen’s speech. Exotic Equities Savings Account perhaps?



HMRC to give IHT allowance flexibility in trusts

HM Revenue & Customs has put forward new rules which will allow individuals to decide how they split their £325,000 inheritance tax allowance between multiple trusts. Under current rules, an individual can establish several trusts and as long as they are set up on different days each has its own £325,000 nil rate band.  HMRC […]


Tony Byrne: The gap between financial education and financial planning

My mother recently asked me whether or not she should upgrade her bank account to the Santander 123 account.  I must confess I hadn’t paid much attention to this particular account before as I personally tend to keep as little as possible in current accounts.   But looking at the interest rates and my mother’s circumstances, I […]

What advisers are saying: Editor’s comment of the week

Clear MAS signposting might help with the word ‘guidance’ The need for good financial advice at retirement is obvious and the Government and the regulator need to make sure that this is proper regulated advice as laid out in legislation. If the Money Advice Service is indeed to be re-engineered to include clear signposting to […]


HMRC to allow IHT allowance flexibility in trusts

People putting money into multiple trusts will have to decide how they split their £325,000 inheritance tax allowance between them under new rules proposed by HM Revenue and Customs. Under current rules, an individual can establish a number of trusts and as long as they are set up on different days each has its own […]

Europe: why persist with value today?

By Rob Burnett, Neptune’s Head of European Equities The Neptune European Opportunities Fund remains committed to a value bias. We see a broadening array of opportunities in diversified industries at compelling valuations today. The most complicated part of the market is the European banks. We are currently overweight in this sub-sector as many banks are […]


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