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Unit trust investors aiming to beat inflation

Investors in unit trusts consider beating inflation a satisfactory return according to the latest Autif research.

The survey, conducted as part of autif&#39s Facet&#39s survey, analysed a nationwide sample of investors. It found that 72 per cent would be satified with beating inflation with 48 per cent satisfied with beating deposit rates.

The most ambitious investors tended to be males aged 45-54 years old, those from the North and Scotland and the C2 social group.


IFA publishes guide to IHT avoidance

The David Aaron Partnership has published a new guide to &#39Avoiding and Reducing Inheritance Tax&#39The guide incorporates changes made in this year&#39s budget some of which came into force on April 6.It explains practical ways to avoid or reduce potential IHT through potentially exempt transfers and lists 18 do&#39s and don&#39ts to mitigate against IHT.The […]

SG Asset Management passes £2bn fund under management mark

SG Asset Management has surpassed the £2bn funds under management barrier.The fund management company launched in January 1998, originally set itself a target of achieving £5bn funds under management after five years.With £2bn achieved already, SGAM looks well on target to achieve these expectations.The funds consist of segregated and pooled pension portfolio and unit trusts.


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