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PFS asks members for views on wrap

The Personal Finance Society is to consult members on their use of wrap in the form of a short questionnaire with the results to be used in the PFS’s discussions with the FSA over wraps and platforms.

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GMAC-RFC offers rate/ redemption swap deal on adverse loan

GMAC-RFC has set up an adverse product that it claims offers the UK’s first-ever rate/ redemption swap.The deal, called Merc, is at base rate minus 0.01 per cent until September 2010, which then rises to base rate plus 1.99 per cent, with a £2,995 arrangement fee. But if the base rate increases, the 3 per […]

Simon Chamberlain

A spell of gardening leave gave this founding partner of J Rothschild Assurance time to reflect on life. So, as he sets out on the acquisition trail as chief executive of Thinc Group – now part of the Axa stable – he stresses that it is what you are, not who you are, that is important. Interview by Sam Shaw

The jewel of the nil

Nil-rate band planning for inheritance tax can be a very effective strategy.

Tax year-end planning for annual allowance

Last tax year-end there was a lot to think about in relation to planning. The introduction of the tapered annual allowance and the implications of moving to a fixed pension input period, the reduction in the lifetime allowance and potentially applying for protection, and the concern about changes to tax relief, to name a few. […]

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