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Smith & Williamson Tax Efficient Solutions – Country & Food Dining EIS Fund

Smith & Williamson Tax Efficient Solutions

Country & Food Dining EIS Fund

Type: Enterprise investment scheme fund

Aim: Growth by investing in up to five businesses that combine restaurants with farm-style food shops

Minimum investment: Lump sum £5,000

Closing date: March 28, 2008

Charges: Initial 5%, annual 1%

Commission: Initial 2.5%

Tel: 020 7131 4006


Compliance director banned for mishandling complaints

The FSA has banned Jonathan Leigh Hardie, of Primedale Financial Services, from being a senior manager after he mishandled mortgage endowment complaints over a five-year period.The regulator says Hardie, a director responsible for compliance at the now defunct company, failed to consider his regulatory responsibilities when dealing with complaints.The FSA found that between January 2001 […]

Federal case

Do you expect the Federal Reserve’s recent rate cuts to calm market volatility?

My beautiful wrap

Only a few years ago, IFAs wanting to offer their clients a wrap proposition had just two choices – Transact or the pseudo-wraps of Skandia, Selestia and Cofunds.As with all good ideas in financial services, the insurance companies cannot help but jump on the bandwagon and along came Abbey, American Express (remember them?), Lifetime, Standard […]


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