Axa IM and Scottish Equitable say tighter rules on anti-avoidance vehicles for pre-owned asset tax, inheritance tax and capital gains tax will have little impact on the market but both welcomed the clarity that Chancellor Gordon Brown provided on capital redemption bonds being exempt from CGT.
Five UK boutique fund managers are lining up a series of joint IFA roadshows around the country for the new year. Liontrust, JO Hambro Capital Management, Old Mutual Asset Managers, SVM Asset Management and Neptune are taking part in the Unique Boutiques roadshow from January 31-February 7 at venues in Harrogate, Manchester, Birmingham, Bristol and […]
Brown to tighten anti-avoidance loopholesTax avoidance loopholes are being tightened up with Chancellor Gordon Brown looking at capital gains tax, offshore schemes and IHT. Brown throws residential properties out of SippsChancellor Gordon Brown has thrown residential properties out of Sipps in today’s pre-budget report. Brown addresses the misuse of Sipps to purchase second homesThe misuse […]
Sentiment towards emerging markets is improving. Simon Edelsten, manager of the Artemis Global Select Fund, analyses if this a good time to buy back in or whether valuations are still too high? Click here for full article
Advisers are avoiding putting all their eggs in the passives basket Few advisers have wholeheartedly taken on board the arguments for index-tracking and put all their eggs in the passives basket. Indeed, advisers are deeply split in their attitudes towards passive investing. There is no denying funds in passive investment vehicles have been on the […]
A weekly account of the curious goings-on in the world of financial services Fussy financial felines With the average salary for financial advisers continuing to grow, one has to wonder what privileges immediate family members are able to enjoy. Perhaps most important to the families that own them are cats. Thanks to Twitter, WSJ can […]