Fixed Income in the News
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Intergenerational planning
Helping clients to make effective plans to maximise the amount of their estate which is passed to their chosen beneficiaries after death…
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FCA to ban promotion of speculative mini-bonds to retail consumers
Ahead of the upcoming ISA season, the FCA is introducing the restriction without consultation, using its product intervention powers. The restriction will…
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10th VCT & EIS Investor Forum
Maybe the friendliest event of its type I’ve attended in many years, the 10th VCT & EIS Investor Forum at the Leonardo…
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The UK – not quite out of the woods yet
With under three weeks to go to the UK general election, it is looking increasingly likely that the Conservatives will be returned…
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Estate planning pitfalls:
Over half (54%) of IFAs say clients seek advice too late in the estate planning process 14% say clients fail to go…
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10th VCT & EIS Investor Forum
A Blowers-by-Blowers account Maybe the friendliest event of its type I’ve attended in many years, the 10th VCT & EIS Investor Forum…
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Sunday’s Money pages..
*Highlight text, right click and hit “search google” for more info on any of the featured topics* The Sunday Times leads with…
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Are you ready for the Senior Managers & Certification Regime?
The clock is ticking ahead of the 9th December implementation date for this FCA ruling. But how ready are you? Compliance consultant…
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Advisers lukewarm over Office of Tax Simplification’s IHT recommendations
Despite reducing complexity, the series of recommendations made by the Office of Tax Simplification (OTS) for updating and simplifying Inheritance Tax (IHT)…
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