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Latest - INVESTMENT ZONE

  • Tax planning using gifts from surplus income (with case study)

    20 October 2019

    John Humphreys, Inheritance Tax Specialist at WAY Investment Services, examines the ability to gift out of surplus taxable income and how this can be used in conjunction with trusts to provide greater planning flexibility. The ability for people to gift out of surplus taxable income (the normal expenditure out of income exemption), offering immediate relief...

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  • Paraplanner as Investment Committee Member

    20 October 2019

    Rob Kingsbury spoke to Martin Green, paraplanning manager at Chadney Bulgin, about being a member of the firm’s Investment Committee and what it entails. First published in the October issue of Professional Paraplanner Martin Green has been a member of the Chadney Bulgin Investment Committee since it was formed over a decade ago. The...

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  • Octopus peer-to-peer (P2P) solution made accessible within SIPPs

    18 October 2019

    Octopus Investments’ peer-to-peer (P2P) investment platform, Octopus Choice, is now accessible within a self-invested personal pension (SIPP) wrapper. Specialist pension providers Hartley Pensions (a Wilton Group Company) and Morgan Lloyd are the first providers to offer access to Octopus Choice within the tax efficient pension wrapper. Octopus said that while P2P is considered a...

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  • Economy is bending not breaking, says Fidelity

    17 October 2019

    With key headwinds from last year reversing, even in the face of ongoing US-China uncertainty, there is a basis for expecting continued recovery and global growth in the fourth quarter compared with Q4 2018, according to Fidelity International’s latest Investment Outlook. The fund manager says that the third quarter saw no resolutions to the...

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  • Lang cat research shows investment companies ‘crucial’ to adviser independence

    16 October 2019

    Advisers are increasingly overcoming barriers to using investment companies with clients, new research carried out by the lang cat on behalf of the Association of Investment Companies has shown. The research, , found that the perceived barriers to advisers using investment companies may have been overestimated and advisers now rate a proper consideration of...

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  • Proportion of funds delivering top quartile returns falls below historic average

    16 October 2019

    The number of funds generating consistent top quartile returns over three years has fallen below the historic average, according to the Q3 2019 BMO Global Asset Management Multi-Manager Fund Watch data.    The quarterly survey revealed that the number of funds to achieve top quartile returns over a three-year period fell to 1.7 % (18 of...

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  • Comment: Property investment suffering from Brexit uncertainty but what next?

    15 October 2019

    Brexit is holding people back from property investment. Clarity is urgently needed, says Jerald Solis, director, Experience Invest. Like many of my colleagues in the property market, one cannot help but feel an underlying sense of frustration when looking at the government’s attempts to manage Brexit. Ongoing divisions between and within the major political...

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  • Clients seeking alternative means to fund private education fees

    15 October 2019

    The fees charged by independent day schools are outpacing the rise in professional salaries, according to Killik & Co’s latest research.  The Killik Private Education Index report revealed that the average cost of a year at private school is now £15,000, up 3% from 2015. In total, the cost of a 14-year education from...

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