Scottish Equitable International has introduced a calculator for IFAs to work out clients’ pre- owned assets tax. For each bond value, the table summarises the annual tax benefit, the number of days before exceeding the 5,000 limit and the date by which the settlor needs to be removed as beneficiary to remain within this limit.
6 Month Fixed Rate Flexible Plus Mortgage
Credit Suisse has announced details of its multi-manager Incubator fund to launch on July 25.It will aim to take significant stakes in funds less than 100m in size, hoping to capitalise on early growth.The fund will be managed by Gary Potter and Robert Burdett and be capped at 75m. It will invest in three main […]
BM Solutions is launching a competitive limited edition self-certification fixed rate product at 4.85 per cent. The rate is fixed until September 1st 2007. There are no overhanging ERCs and has an arrangement fee of 599. Self-cert rates have been falling as competition in the market has stiffened and will continue to do so if […]
There was confirm-ation last week of what must be one of the industry’s worst-kept secrets this year.
By Kunal Desai, head of Indian equities, Neptune Since the election of Narendra Modi as prime minister in May 2014, Indian equities have gone on to outperform both developed and emerging markets. A busy period of governmental and economic reforms, a lower oil price and falling political risk have been the primary drivers over this […]
- Top trends
- Top trends
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- Former SJP adviser jailed after gambling clients’ money
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The number of Sipp related complaints at the Financial Ombudsman Service has continued to rise. Between July and September, 767 Sipp enquiries were received, FOS data out today shows, compared with 678 for the previous three months. Sipp complaints are now more than 50 per cent higher than they were in early 2016. 193 made […]
Three fund selectors give their views on choosing passive funds, blending, and investor suitability
The youngest ever fellow of the Personal Finance Society has moved to a new advice firm. Vito Faircloth gained the accolade last year at the age of just 22. He became level four qualified in August 2015 before taking additional exams with the professional body. Chief executive Keith Richards described the achievement as “truly remarkable”. […]