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Today’s News
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Too big for BBLS, too small for CBILS
The initial shock of the Pandemic is over but giving way to the second wave. Chancellor Rishi Sunak…
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Deutsche Bank made $1.3 trillion worth of ‘suspicious’ transactions between 1999 – 2017
@peter_IFAMAG reads Twitter so you don’t have to. Leaked documents reveal suspicious European banking behaviour worth over £1.5trn.…
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The Sunday Fraudster?
The Sunday Times seems to be going nap on first-time buyers today; headlines include “We snared a fire-sale…
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Liability to inheritance tax following pension fund transfer
Published in The Times on September 18, 2020, the judgement finds that a transfer of a terminally ill…
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Centralised investment proposition (CIP)
IFA firms tend to use a Managed Portfolio Service as part of their CIP. Firms need to consider…
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Viceroy call for independent investigation into The Grenke Group
@peter_IFAMAG reads Twitter so you don’t have to. Viceroy, the research team that shorted Wirecard, calls for an…
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Why are tax reliefs available on some investments?
In the middle years of the 1990s, the UK Government kicked off a quiet revolution in the way…
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The story of the ISA and the latest state of play
Individual savings accounts (ISAs) were introduced on 6 April 1999, replacing the earlier Personal Equity Plans (PEPs) and…
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Best Ethical Discretionary Fund Manager
King & Shaxson won the title of ‘Best Ethical Discretionary Fund Manager’ at this year’s Moneyfacts Investment Life…
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Government Adviser involved in pension scam
@peter_IFAMAG reads Twitter so you don’t have to. EY chairman admits ‘regrets’ over the companies’ Wirecard audit, in…
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