December 2018
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  • Power of Attorney – steering clear of the traps

    13 December 2018

    Martin Jones, technical consultant at AJ Bell, highlights some of the pitfalls for with clients who are thinking about setting up a Power of Attorney. While the incidence of many diseases has declined in recent years, the prevalence of dementia and Alzheimer’s disease has increased, and indeed figures from the Office of National Statistics...

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  • Income tax disparity created between Scotland and rest of UK

    13 December 2018

    The Scottish higher rate tax threshold has been frozen following the latest Scottish Budget, creating a disparity between the income tax regime in Scotland and the rest of the UK.  The Scottish Finance Secretary Derek Mackay announced on 12 December that the income tax threshold in Scotland would remain unchanged at £43,430, residing £6,570...

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  • Curtis Banks acquires Hargreave Hale book of SIPPs

    12 December 2018

    Curtis Banks has completed the purchase of wealth manager Hargreave Hale’s book of SIPPs. The purchase gives the independent SIPP operator around 600 SIPPs investing in assets valued around £180 million. Hargreave Hale will continue to actively manage the invested assets and Curtis Banks will now be responsible for the professional administration of the SIPPs....

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  • Royal London introduces enhancements to its critical illness cover

    12 December 2018

    Royal London has introduced enhancements to its critical illness cover (CI) for three of the most common areas for claim – cancer, heart conditions and multiple sclerosis. This, the business says, will allow it to pay out in a wider range of circumstances.  The enhanced CI sees the addition of full payments for both...

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  • Where adviser firms believe asset class performance will sit in 2019

    12 December 2018

    Adviser firms expect US, UK and emerging market equities to be the top three performing asset classes next year, according to research by Aegon. As investors brace themselves for a range of factors, including trade tension and growth concerns as well as a question mark over whether the bull run is coming to an...

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Capital markets research and modelling: The engine of a multi-asset portfolio

As the universe of multi-asset solutions continues to grow,...

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2019 Technical Insight Seminars – Dates and Venues Announced – SIGN UP NOW

Following on from the success of our 2018 series of seminars where over 600 paraplanners attended across 11 events,...

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