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Investec AM cashes in on Gars and Aviva outflows

Investec Asset Management says it is picking up money from Standard Life Aberdeen’s ailing Gars fund as the newly merged giant continues to take a hit on its absolute return strategy. Investec says inflows are also coming from Aviva Investors through its flagship Diversified Income fund as other large fund groups continue to suffer outflows. […]

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Could mortgage advice reform boost protection? 

A wider discussion around the risks of mortgage debt should increase protection sales. There is no regulatory requirement for mortgage brokers and advisers to discuss protection or go through the wider risks clients face when taking on mortgage debt. However, when advising clients on investments, various steps must be taken to ensure they are taking […]

Who pays inheritance tax and how to declare it

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT).  To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]

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