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Downing adds to investment team
Investment manager Downing, which specialises in VCTs, EIS, estate planning and debt-based crowdfunding, as well as running…
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Better Business from Brett Davidson; do the right thing
Making sure you work with the right clients and setting proper limits on how much time you spend…
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How much regulation does it take to get all advisers treating customers fairly? A regulatory update from compliance consultantTony Catt
Whilst most adviser businesses already operate on a putting clients first basis, compliance consultant, Tony Catt, talks us…
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Planet earth 2018 – Brian Tora assesses the state of the global economy
Don’t overdo the gloom, says Brian Tora, because the global economy in 2018 is still fundamentally strong. But…
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Chancellor asks for review of inheritance tax
Chancellor Philip Hammond has written to the Office of Tax Simplification asking for a review of inheritance…
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Kuber Ventures adds four managers to its EIS platform
Kuber Ventures has added four funds to its tax-efficient investment platform. The four EIS and SEIS funds…
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Fairstone makes senior appointments
Fairstone has appointed Tom Taylor as Chief Risk Officer and Grahame Hinselwood as Head of Compliance. Taylor starts…
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EIS – a new dawn? Mark Brownridge looks at what the Budget changes mean for advisers, planners and their clients
Mark Brownridge, Director General of EISA and formerly a financial planner himself sets out how the changes…
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On balance: weighing up ETFs against other options in portfolio management
When it comes to portfolio construction and asset allocation, which areas do ETFs tend to have the advantage?…
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The disruptive rise of crypto? Mike Wilson with all you need to know about this anonymous, untraceable and very popular asset.
Crypto-currency assets are fast approaching $1 trillion, says Michael Wilson. Anonymous, tax-untraceable and floating on a global bed…
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