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Tisa publishes guidelines on Isa inheritance rules

Tisa, the British Bankers Association and the British Societies Association have published guidelines to help consumers understand new rules which allow spouses to inherit Isa allowances. In the 2014 Autumn Statement, Chancellor George Osborne announced Isa assets could be passed on to surviving spouses or civil partners. The rules came into effect on 6 April […]

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Major parties accused of using ‘made up’ tax avoidance figures

Labour, Conservative and Liberal Democrat politicians are using “made up assumptions” of increased revenue generated by targeting tax evasion and avoidance, according to the Institute for Fiscal Studies. Tackling tax evasion and avoidance has proved a huge part of this year’s election campaign since HSBC was found to be aiding clients of its Swiss private […]

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Sam Rees-Adams: Mastering the art of communication

Financial planning, like any other people business, relies on communication and the power of the exact words you use should never be underestimated. The planning process affords many different opportunities to communicate with clients, both verbally and in writing. Some forms of communication you have complete control over (website, client brochures) while others have information […]

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Octopus to offer VCTs through Transact

Octopus Investments is to allow investors to buy and hold shares in its Venture Capital Trusts through adviser-facing platform Transact for the first time.  The launch of the service follows a change announced in the Finance Bill 2014 which allows investors to buy VCTs directly via a platform. Previously, investors could only transfer their holding to […]

Gail Counihan

Is the hype around electric vehicles justified?

In order to muscle conventional vehicles off the road and become the dominant technology, electric vehicles need to be able to hold their own in three important ways: performance, practicality and affordability. Gail Counihan, Responsible Investment Analyst at Royal London Asset Management, takes a closer look at these three areas. Read the article here Past […]

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