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RAM Capital Partners/BMS Finance

RAM Capital Partners/BMS Finance

Sunstone Outsourcing

Type: Inheritance tax mitigation solution

Aim: Reducing IHT liabilities and providing income by outsourcing essential IT infrastructure and systems to businesses on fixed-price contracts

Minimum investment: Lump sum £100,000

Investment split: 100% in IT outsourcing contracts

Charges: Initial up to 5%, annual 1% paid only after investors receive a return of 0.25 per cent above the Bank of England base rate

Commission: Initial 2.5% or initial 1.5% plus 0.5% renewal

Tel: 020 3006 7530


Julius Baer to list Artio Global Investors

Julius Baer plans to list Artio Global Investors, a subsidiary formerly known as Julius Baer Americas, on the New York Stock Exchange later this year, depending on market conditions.The Zurich-based group recently separated its private bank and asset management divisions, resulting in two distinct, independent companies. Julius Baer’s GAM Holding division comprises GAM, Artio Global […]

On the level

The FSA’s latest update on the retail distribution review is due later this month but few people are anticipating a dramatic change from what has already been set out by the regulator.


Out from the long grass? An IT and NI merger

Those with a long memory will recall that at the start of the last parliamentary term George Osborne announced his intention to merge income tax (IT) and national insurance (NI).  Headline grabbing as the initiative was, the reality of the complexities, challenges and costs of such a move resulted in this idea being kicked into the political long grass.


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