The ability to cascade funds tax efficiently down through the generations is a key driver behind demand for DB transfers
Axa Investment Managers is the latest firm to be cloned by scammers, the FCA has warned. The clone firm has been operating under the name Axa IM with a Northampton address. The FCA warning page says a person called Alan Winks is associated with the clone firm and three email addresses have been set up. […]
Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]
Anger and fear will often spur a desire to take action, and advisers must be on hand to help The amount of revenue that the government raises from inheritance tax continues to rise year on year, with the latest figures from HM Revenue & Customs putting the yield at £5.2bn. A substantial number, you may […]
Interest rates are low. Bond yields, in some economies, are at negative levels. Simon Edelsten, manager of the Artemis Global Select fund, analyses which assets investors should now consider. Click here to view full article
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