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Taxing matters

Financial Secretary to the Treasury Ruth Kelly is the keynote speaker at Taxbriefs&#39 October conference on Tax, Savings & Pensions – the next round of reforms.

Being held on October 16 at Stationers&#39 Hall, London, the one-day event has been organised in conjunction with the Inland Revenue, with the objective of examining the latest policy proposals from both the Inland Revenue and the Department for Work and Pensions. Other speakers include leader of the Inland Revenue Pension Simplification Review Team, Peter Hopkins, and past chairman of the National Association of Pension Funds, Peter Thompson.

Further information can be obtained by calling the organisers on 020 7250 0967.


Finance4Women moves to M2

Leading all-female IFA firm Finance4Women has quit national and franchised IFA Millfield Partnership to join rival M2 Financial.The four F4W partners walked out of Millfield last week citing a difference in strategy and a need to expand as the reason for their departure.The Cambridge-based IFA will now act as a subsidiary of national firm M2 […]

Dawn of wealth service at Aurora

South-east IFA Aurora Financial Group is teaming up with private-client wealth manager Gerrard to offer a portfolio management service.The 40-RI group, formed from Jackson Batten IFA and Advisory & Planning Services in July 2002, is aiming at clients with a minimum of £125,000 to invest.Aurora aims to have 100 clients using the service and £50m […]

Glasgow offers triple Isa

GLASGOW INVESTMENT MANAGERS GLASGOW ISA Type: Investment trust maxi Isa Aim: Income and growth by investing in choice of three Glasgow investment trusts Minimum investment: Lump sum £200 a trust, monthly £20 a trust Maximum investment: Lump sum £7,000, monthly £583 Catmarked: No Investment choice: Choice of shires income, shires smaller companies and Glasgow income […]

Pru and Essential join the AMI

Prudential Mortgage Services and Essential Mortgage Services are the newest members to join the Association of Mortgage Intermediaries. AMI director Chris Cummings welcomed the two, saying both firms have an “excellent reputation” and are seen as leaders of the industry. The support of brokers for the AMI is indicative of its fast growing membership which […]

Looking back at 2015

By Fiona Tait, Pensions Specialist 2015 was quite a year for pensions. Change, more change, and proposed changes to the changes. The Spring Budget – pre-election plans With everything that has happened since, it is hard to remember what happened in March. Following on from the bombshell of the 2014 Budget, the Chancellor confined himself […]


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