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Property fund aims at IHT planning

Strutt & Parker Real Estate Financial Services has launched a property development fund fully eligible for IHT business property relief. The product has a minimum investment of 250,000 and is not subject to IHT upon the death of the investor. It is aiming to deliver returns of between 10 and 15 per cent a year.


David Sherman

Sam Shaw finds that the 71-year-old marketing manager at Close Brothers Investment has developed a language of his own during his years in financial services but is still striving hard to ensure the intricacies of property funds and VCTs are not lost in translation for high-net-worth clients

Regulator taped IFA during visit

While I was a partner of Berkeley Wodehouse Associates, the FSA chose to visit in a thoroughly high- handed manner relating to an ongoing pension enquiry when such matters were at their height. The FSA demanded a private room, had their own recorder and refused us the same privilege. They did not even permit us […]

Friendly gets £5m go-ahead

The Pension Annuity Friendly Society has been given the go-ahead to demutualise by its policyholders in a move that will secure a £5m war chest. The demutualisation, exclusively revealed in Money Marketing in June, will see Pafs rebranded as Partnership Assurance and pay out £6.2m in windfalls to 7,800 members who will get a minimum […]

A single-minded approach

Like the rest of the world, I watched in horror as news of the London bombings unfolded on July 7.


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