A public accounts committee report has called on HM Revenue & Customs to look at a variety of ways to crack down on the buy- to-let sector by encouraging voluntary disclosure while increasing prosecutions of tax evaders.
Two things in the last couple of weeks have made me come over all Victor Meldrew.1: I advised some new clients to top up their Halifax cash Isas. Mr X went to his local branch to pay in £3,600 each. He was put in front of an “adviser” who told him they would be better off doing stocks & shares Isas instead. My client had the sense and knowledge to say, no thanks.
Ross Jackson, Senior Marketing Manager There’s no denying that these days we expect things quickly. You might have noticed it first-hand during the flurry and rush of the Christmas period. The fact is that in a world of smartphones, social media and click and collect, most clients expect to get an instant response and a […]
Discretionary fund manager Beaufort Investment has promoted internally to fill the position of chief investment officer and has also appointed a new funds research executive. Beaufort Investment is part of the vertically integrated Beaufort Financial group. Head of portfolio construction Shane Balkham has been appointed as CIO and investment analyst Emma Clarke has been named […]
New Leodis Wealth chief executive on supporting clients through the chaos caused by the UK’s exit from the EU The long and tortuous road to Brexit has taken us from a political soap opera to what many regard as a tragedy over the past two-and-a-half years. Whatever drama is yet to unfold, the message that […]
Consulting director at The Lang Cat Steve Nelson talks making sure clients know what they’re buying and the joys of research ahead of his appearance at Money Marketing’s flagship conference. What one word or phrase do you think sums up the state of the financial planning profession today? I’m going to defer to our adviser […]