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
The financial advice profession has to collaborate more to promote the value of advice as a study finds one third of people shy away from taking advice due to concerns about trust. The findings come from a detailed look at the nation’s wealth and debt in research commissioned by Open Money and conducted by the […]
A template designed to help scheme administrators and advisers process defined benefit transfers will help them be completed more easily regulators say. Last July The Pensions Regulator told delegates at Money Marketing’s Retirement Summit that a template to simplify transfers would be released in the autumn. The template aims to enable scheme administrators to give advisers […]
Looking under the bonnet to see where the convictions of managers lie Sector definitions dictate that UK equity funds are required to have at least 80 per cent of total assets invested in UK-listed firms. There are, however, no limits on where their revenues originate. With the outcome of Brexit still largely unknown, it has […]