Tax Planning Update

The Money Marketing Tax Planning Update is a series of morning events across the UK that bring together some of the most influential financial planners, product and service providers and other experts to discuss the key tax and financial planning opportunities that advisers and their clients face. Each event focuses on the scope for advisers to add value through tax planning using tax shelters such as ISAs, pensions and life assurance based investments.

Location: Regional



Investors pull over £7bn from funds on US, China and Syria fears

The return of concerns such as US policy and the Syrian civil war pushed investors to pull money from both equity and bond funds last week. Fund flow data provider EPFR Global shows that $11.4bn (£7.3bn) was redeemed from equity funds across the globe during the week ending 4 September 2013 while bond portfolios witnessed […]

Brewin Dolphin poaches Pi Financial’s John Beale

Pi Financial training and competency manager John Beale is to join Brewin Dolphin. Beale left Pi Financial this week and will take up the role of regional training & competency manager at Brewin. He will be responsible for the training of the firm’s branch managers. Beale will join the firm on 16 December, being based in Birmingham and looking […]


CBI ‘not convinced’ on case for Scottish independence

The Confederation of British Industry has said breaking up the UK could be costly and could create significant economic dislocation. Speaking at the CBI Scotland annual dinner last night, new CBI president Sir Mike Rake said the campaign for an independent Scotland had not properly answered a number of issues raised by the Treasury’s recent […]

Help to Buy reservations pass 12,500 mark

Reservations under the Government’s Help to Buy scheme have hit 12,500, with major house builders confident the scheme will deliver its target of 74,000 reservations over the next few years. The Home Builders Federation reports that 12,500 reservations were made through Help to Buy up to the end of August. The Government is targeting 74,000 […]


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