David has been to see a potential new client about pensions. Paul was a friend of an existing client but took the view pensions were an easy subject. He was somewhat reluctantly seeing David, as it had been suggested he could do with some specific advice, particularly around death benefits and inheritance tax. Paul was […]
I would like to remind advisory firms they are required to submit a return to the FCA at the end of each quarter if there have been any changes to retail investment advisers registered with them. This needs to be submitted within 20 business days of the end of the quarter. Firms will need to […]
After months of campaigning the result of general election 2015 remains uncertain. Although many pollsters predict that the Conservatives will be the largest party, the closeness of the result may lead to both the Conservatives and Labour trying to form a Government in the coming days. What is certain is that we are heading for […]
A UK referendum on EU membership must be brought forward to 2016, according to Labour leadership candidate Andy Burnham. Shadow health secretary Burnham, who is one of four candidates running for Labour’s leadership following the resignation of Ed Miliband, described himself as staunchly pro-Europe, and pledged to embrace public desire for a vote. David Cameron’s […]
After a flat year for European equities, in which the Artemis European Growth Fund outperformed, manager Philip Wolstencroft is (cautiously) optimistic about 2016.
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