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Spotlight on tax and financial planning

Tax and financial planning opportunities thrown up by regulatory changes will be given a thorough examination at a conference held by Taxbriefs in July.

Speakers will look at the new tax and National Insurance contribution regime, the state second pension, pension annuities and lump-sum IHT schemes.

Technical Connection partner Tony Wickenden will talk about offshore planning changes and opportunities, including the review of the domicile and residence rules and the suitability of different wrappers.

The conference is chaired by Taxbriefs director Danby Bloch.

The event takes place at the Selfridge Hotel, London on July 4. Tel: 020 7250 0967.


Skandia business targets global funds

Skandia is setting up a global asset management business offering outsourced offshore mutual funds across different asset classes, industries, countries, company sizes and investment types. Skandia Global Funds will determine the objective, investment mandate and manager of 20 offshore funds, which will be domiciled in Dublin and sold in more than 20 countries outside the […]

Abbey strengthens bond team

Abbey National Asset Management is expanding its bond desk following the integration of assets from Scottish Provident. Sinead Cusack is joining the team from Unicredito Italiano Bank along with Alison Murdoch, who was investment manager on Abbey&#39s UK equities team.

BoI brings UK lending arms under one roof

Bank of Ireland is shaking up its operations in the UK to create a new umbrella operation, Bank of Ireland UK Financial Services, to oversee Bristol & West and its IFA brands.The new operation will be headed by B&W Group chief executive Jeff Warren.Bank of Ireland personal lending UK is being created within this operation, […]

Investment IFA takes Aim with expansion bid

Major Leeds investment IFA Bates Investment Services is aiming to float on the Alternative Investment Market when it completes a planned expansion.Chairman Graham Bates says he will move towards a listing for the firm he founded in 1993 as soon as his ambitious plans, which include doubling the number of RIs to 80 by late […]


Britain's “Forgotten Army”: The collapse in self-employed pension membership – and what to do about it

Pension scheme membership among employees has risen by more than five million in the past four years because of the policy of automatic enrolment into workplace pensions. But Britain’s army of 4.4 million self-employed people, who account for one in seven of the workforce, are not covered by automatic enrolment. Pension coverage among the self-employed […]


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