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Threesixty offers guides to equity-release issues

Threesixty Services has published new guidance designed to help IFAs grapple with the intricacies of business strat-egy, risk management and inheritance tax planning in relation to equity release.

The first guide, on business strategy and risk management, is aimed at helping senior managers in IFA firms adapt to the increased FSA requirements to adopt improved standards in these areas.

The guide helps IFAs reconsider the controls within their business and how they can adopt a consistent risk-based monitoring programme.

The second guide provides advice on IHT planning with equity release, responding to the increasing number of people falling into the IHT bracket. Equity-release schemes can make it relatively easy to reduce IHT liabilities, prov- ided certain guidelines are followed. The guide outlines some of the pitfalls and provides some solutions.

Partner David Ingram says: “The guides have been written by experts to help IFAs build better businesses and support their relationships with both the regulator and their clients.”


Woodford sees dark waters ahead as he starts 16th year at helm of income fund

Neil Woodford says there are signs that the UK economy is slowing, as he marks his fifteenth anniversary of running Invesco Perpetual’s income fund. The star fund manager says there is mounting evidence of a consumer slowdown in the UK. However, the Bank of England’s monetary policy committee is unlikely to cut interest rates again […]

IFA Consortium will face the ‘flinch test’

Intermediary collective IFA Consortium will hold its official launch on November 29. Chairmen and chief executives of each of the four distribution groups – Pi Financial, Falcon Group, Financial Synergies and Financial Services Adv-ice & Support – will present business plans to product providers. The consortium expects around 50 attendees, including providers’ national account directors, […]

Credit Suisse’s Francis hits back at doubters

Credit Suisse income man- ager Errol Francis has hit back at doubts over his staying power. Francis took over the alpha income, income and monthly income funds at the end of October, following former manager Leigh Harrison’s surprise move to Threadneedle. His appointment met with scepticism from a number of analysts, including Hargreaves Lansdown head […]

MPs join in calls for FSA to respond to concerns

The Money Marketing protection campaign is hitting the agendas of politicians, with Government and Opposition MPs putting pressure on the FSA to respond to the sector’s concerns. Labour MP for Edmonton Andy Love and Liberal Democrat MP for Richmond Park Susan Kramer both support the campaign. Kramer, who also sits on the Treasury select committee […]


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