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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.

Exclusive Mortgages Direct caps for two years

Exclusive Mortgages Direct has launched a two-year capped-rate flexible mortgage.The rate is capped until June 1, 2001 at 5.55 per cent for loans up to 95 per cent loan to value. The minimum loan is £25,000.The product is funded by Bank of Ireland Mortgages and is available exclusively through EMD. The procuration fee is £250, […]

Economist warns small building societies about European predators

A City economist has warned the Building Societies Association conference that if the UK joins the euro, smaller mutuals could be swallowed up by European banks.Capital Economics managing director Roger Bootle said the threat &#34is likey to come from in the form of keen interest from continental institutions in forming associations with them or wanting […]


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