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 […]
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]