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The Quay to media coverage

The Diary was delighted to read that IFAs hoping to raise their media profile should buy their favourite hacks meals and drinks, as well as paying the cab fare home, according to Quay Software&#39s media guide.

Although we agree with Quay Software&#39s view that Money Marketing is of &#39far reaching impact&#39 and is &#39often used by Government departments as a paper of record on important decisions&#39, we are not so sure about some of their other assertions.

For instance it is hardly surprising that IFAs are warned not to make jokes with journalists when you bear in mind the kind of people you are dealing with, after all &#39the telephone is a journalist&#39s best friend&#39.

Nevertheless, IFAs are urged to remember that journalists have lives too. Apparently, just like other people, we worry about bills. Telephone bills, presumably?


Bless this exemption

Capital gains tax is pretty clear-cut when it comes to your main residence – the gain is exempt and that is it.Or is it? Like everything else in the simplified tax regime we now live with, it is not that straightforward. Main residence exemptionIf you have used your house as your main residence for some […]

SVM Asset Management – UK Opportunities Fund

Monday, 30 September 2002 Type: Oeic Aim: Growth by investing in medium and smaller UK companies Minimum investment: Lump sum £1,000 Investment split: 100% in medium and smaller UK companies Isa link: Yes Pep transfers: Yes Charges: Initial 5.25%, annual 1.5% Special offer: 1% discount on initial charge Offer period: Until October 17, 2002 Commission: […]

Tax returns

Do you think the Inland Revenue&#39s delay in publishing its report into taxation of pensions is because it is adjusting its proposals to make them more complex or less complex?Clarke: I doubt very much that the Inland Revenue will make recommendations to the pension tax regime that would complicate the existing minefield of rules and […]

IFAs take two-thirds of fund sales

The best-selling funds in the IFA sector in August were UK all companies, equity income and corporate bonds and North America funds, according to Investment Management Association figures.Fund sales in the tied market were concentrated on UK corporate bond funds.Gross retail fund sales overall fell from July&#39s £2.3bn to £2.05bn but that figure was slightly […]


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