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Smith & Williamson Investment Management – British Country Inns 3

Smith & Williamson Investment Management

British Country Inns 3

Type: Enterprise investment scheme

Aim: Growth by investing in the acquisition, development and management of freehold or long leasehold pubs

Minimum investment: First offer lump sum £5,000, second offer lump sum £35,000

Closing date: April 5, 2007 for 2006/07 tax year, May 25, 2007 for 2007/08 tax year

Charges: Initial 7.5%

Commission: Initial 2.5%

Tel: 020 7131 4006


Opt-out question

In 1988, I gave myself the advice to opt out of Serps and used an NPI personal pension to do this. I am now 61 and have decided to make use of the fund available which is just short of £40,000. Under current legislation, I can get get a quarter of this, very nearly £10,000 […]

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The FSA has fined Trigon Pensions Limited £10,500 for failing to monitor advisers effectively at its appointed representative Trigon Financial Services.The regulator says TFS did not record sufficient customer information and was therefore unable to demonstrate the quality of advice given.It also failed to implement and follow an adequate training and competence scheme for advisers […]

Montpelier goes North with RST acquisition

Financial services firm and tax adviser Montpelier Group has bought the RST Group for a price believed to be around £1.5m following tense negotiations over net liabilities.Industry sources suggest that the group negotiated the price down from almost £2m to £1.5m for the accountancy company, which has coverage across the North of England and Scotland.RST […]


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