Standard Life is revising its loan plan to mark its first anniversary adding a cancellation deed that the client can sign to bring the loan to an end, creating a lifetime gift for IHT purposes.
The final draft of the Mifid level 2 rules reveal that the EU is adopting a flexible principle-based approach, giving the FSA scope for implementation. Advisers will not have to record all client conversations but will face more stringent rules regarding product suitability justifications.
The Land Registry has revealed annual house price increases are slowing.Its latest residential property price report covering October to December 2005 shows the average house price in England and Wales was 191,327.That represents an annual increase of 4.6 per cent, compared to an annual increase of 11.82 per cent for the same period last year.Sales […]
Concern as claim-chasers switch to personal loans
Mortgage provider Home of Choice is planning on branching out into pensions and investments. It is looking for a partner to introduce business to with a launch planned later this year.
By Kunal Desai, Head of Indian Equities The Neptune India Fund’s investment process serves as a key differentiating feature of the portfolio versus its peers, contributing to its significant outperformance under Manager Kunal Desai’s tenure. Focusing on industry disruption, accounting quality, liquidity and corporate governance, Kunal sets out three stocks that he’s buying in the […]
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The rise in IHT takings has prompted complaints around the new residence nil rate band’s impact
The Association of Investment Companies will not be hosting the new key information documents on its website saying to do so would be irresponsible. Since 1 January, Priips legislation has meant advisers have to publish a stand-alone, standardised KID to their client including performance scenarios, risks, and the total cost of products. However, trade bodies […]
The Financial Services Compensation Scheme has paid out £5.7m so far to nearly 800 customers of collapsed discretionary fund manager Strand Capital. The payments were made to 796 investors over the past two weeks. The payments related to client cash only. The compensation was paid directly into customers’ self-invested personal pensions. An administrator’s report published in […]