The Revenue has closed a loophole which allowed pension funds to be passed on tax-free at death when held in small self-administered schemes run as family schemes. Any funds passed on will now face unauthorised payment and IHT charges, bringing the total poten-tial tax charge to 82 per cent, in line with the treatment of alterna- tively secured pensions
It probably won’t surprise regular readers to discover that I am not a natural friend of the Conservative Party.
Lazard has designed a global equity income fund that invests mainly in high-yielding stocks that are already held in other Lazard funds for growth.
Mistakes come in many forms but few come in the form of 20,000 letters to clients and advisers.
John Charcol senior technical manager Ray Boulger says that Alistair Darling’s announcement on providing longer-term fixed rate mortgages is just yet another re-announcement of previous proposals.“Currently 29 lenders offer fixed rate mortgages for 10 years or more but only a relatively small proportion of borrowers actually choose a long term fixed rate. There is therefore […]
Daniel Nicholas, Product Manager of the Harris Associates Global Concentrated Equity Fund, discusses the main challenges and issues facing global equity investors in 2016.
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The Work and Pensions select committee is launching a new inquiry into defined ambition pension schemes, which were legislated for but not fully implemented in 2015. The inquiry will consider whether collective defined contribution arrangements can give better outcomes than traditional DC plans, how they might be governed and whether seriously underfunded defined benefit schemes […]
Never forget that everything counts. Every aspect of your business says something about who you are, what you value and the kind of experience a client can expect to have should they choose to give you the time of day. Brochures, employees, products, packaging, wallpaper, flowers, absence of flowers – each small detail is communicating […]
Mick McAteer on being a ‘critical friend’ to the industry