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
Invesco Perpetual leads the latest edition of the infamous Spot the Dog report, which identifies underperforming equity funds, as the number of dogs hits a record high. In its bi-annual Spot the Dog report, Bestinvest names and shames funds that have underperformed their benchmarks for three consecutive years and by more than five per cent over […]
Most firms regulated by the FCA are satisfied with its performance and believe it is an efficient regulator, the watchdog has said. The survey conducted by the FCA and its Practitioner Panel – one of its advisory bodies – sought feedback on the regulator’s performance from the firms it oversees. The results showed that both satisfaction and […]
Investing at this stage of the market cycle is a tough balancing act. While over-exposure to risky assets leaves a portfolio vulnerable when a correction really bites, taking too much risk off the table too soon can mean missing out on the remaining opportunities which may still present themselves over the coming months. With so […]