The Chancellor has given new property companies looking to become real estate investment trusts a year’s exemption to qualify with the regulations. New companies building up their property portfolios will have a year before having to comply with the rule that at least 75 per cent of the assets and income of their business consists of property rental activity.
Effective use of technology can make advisers much more efficient, says Distribution Technology. It says IP policy transaction times can be halved while for investment products the saving can be 32 per cent.
Five mortgage broking giants wheeled their new consortium on to the runway last week but will the venture aimed at negotiating cheaper deals and higher proc fees take off in a big way? by Guy Anker
by Sam Shaw
The increasing range of protection products brings significant benefits to advisers and consumers in terms of choice but it can mean advisers need reams of illustrations to take into account all the options.
According to George Osborne “people like Isas – because they’re simple”. Fiona Tait is not convinced… Contributions & bonuses What he said: “From April 2017, anyone under the age of 40 will be able to open a Lifetime Isa and save up to £4,000 each year. And for every £4 you save, the Government will […]
- Top trends
- Top trends
- Lifetime allowance 2018/19 increase confirmed but pensions absent
- Revealed: Fidelity International director investigated over harassment claims
- How much are advisers charging for pension transfers?
- Steve Bee: Why still no justice for Waspi women?
- Robert Reid: Don’t let social media comments diminish our profession
News and expert analysis straight to your inboxSign up
Latest from Money Marketing
I always try to check my Twitter feed over breakfast. Recently, a tweet from IFA Philippa Gee caught my eye. She had taken her time to attend an investment conference and found she was the only woman there. Comments followed that this occurrence is far too common. According to Unbiased, just 13 per cent of […]
Consumer champion Martin Lewis has today issued High Court proceedings against Facebook over scam adverts published on the site that use his name, picture or reputation. Lewis, who is the face of website Money Saving Expert, is bringing a lawsuit against the social media juggernaut for defamation seeking exemplary damages. Lewis says any money paid […]
Michael Klimes examines if advisers can resolve all drawdown issues themselves or if a wider effort is needed