November 2017
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  • Budget viewpoint: Scrap RNRB and increase the IHT allowance

    15 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see, or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, Chris Alford, Technical Officer, (pictured), puts forward a radical view on possible Inheritance Tax changes. Do you agree with Chris’s...

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  • Criterion and TeX to collaborate on improving transfers and re-reg processes

    15 November 2017

    Criterion and TeX look set to collaborate in supporting the Transfer and and Re-registration Industry Group (TRIG) in overhauling the transfer and re-registration processes, across long-term savings and investments. Criterion is the independent, not-for-profit industry body for Standards and Governance working in the UK’s long-term savings, investment, pensions and protection markets, agreeing sustainable Standards...

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  • Nucleus signs to the Women in Finance Charter

    15 November 2017

    Wrap platform Nucleus has signed up to the Women in Finance Charter as part of its effort to promote diversity in the workplace. The charter, introduced by HM Treasury to create a more balanced and fair financial services industry, sets out three principles to improve gender balance; committing firms to support the progress of...

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  • Our economy – dealing with debt in the post Global Financial Crisis/QE era

    14 November 2017

    Are we on the brink of a recession, have boom bust cycles been eliminated and how volatile might markets be going forward? David Jane, manager of Miton’s multi-asset fund range, takes a view. ‘This time is different’ are the most dangerous words in investment and also the name of a book on financial crises and debt...

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  • Budget viewpoint: Stimulating a slowing housing market

    14 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see. or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, John Albon, Taxation & Trusts Specialist (pictured), gives his views on Stamp Duty.  With reports this week that cuts to property...

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  • Budget viewpoint: What could be on the agenda for pensions and retirement savings?

    13 November 2017

    This week the technical experts at Utmost Wealth will be giving us their views of what we might see in the Autumn Budget on Wednesday 22 November. Here, Simon Martin, technical services manager (pictured), outlines what he thinks the Chancellor might do to pensions and retirement savings.  What are your views? Do you agree with Simon?...

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  • Disruptors: The impact of online retailing on commercial property

    13 November 2017

    Charu Lahiri, investment manager at Heartwood Investment Management, looks at the how the rise of online shopping is continuing to effect the market and what that means when purchasing and investing in commercial property. Online retailing is an evolving landscape that is leading to structural shifts in the commercial property market across the globe....

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  • Cashflow modelling should be compulsory for retirement advice, says Prestwood

    12 November 2017

    Prestwood is calling for the government to make cashflow modelling compulsory for retirement advice in the UK, with the launch of a new White Paper.    Prestwood says all firms providing any kind of retirement advice or marketing should use some form of cashflow modelling in an effort to protect consumers from mis-selling and...

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