Qrops ‘fire sale’ averted as reforms survive Finance Bill cull

Qrops ‘fire sale’ averted as reforms survive Finance...Lock icon

Reforms overhauling overseas pension transfers may have survived the UK government’s wide-ranging cull of the Finance Bill in a bid to avoid a “fire sale” of Qrops, according to Rachael Griffin, financial planning expert at Old Mutual Wealth.

Published : 26, Apr 2017
ANALYSIS: All stars aligned for European equities

ANALYSIS: All stars aligned for European equities...Lock icon

The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.

Published : 25, Apr 2017
ANALYSIS: The European funds to back if bank rally continues

ANALYSIS: The European funds to back if bank rally...

European shares have rallied strongly on the outcome of the first round of France’s presidential election, but which funds stand to do best from the change in sentiment towards the region?

Published : 24, Apr 2017
Europe ex UK funds to watch based on their AUM

Europe ex UK funds to watch based on their AUM...

The following funds are among the largest and most established in the European ex UK equities sector, all featuring experienced managers that have established investment processes.

Published : 24, Apr 2017
Markets celebrate Macron victory in French elections

Markets celebrate Macron victory in French elections...

Equity markets have welcomed Emmanuel Macron’s resounding victory in the first round of the French presidential elections. The euro also rallied, while peripheral bond yields collapsed.

Published : 24, Apr 2017
Massive investor shift from US to eurozone equities

Massive investor shift from US to eurozone equities...

Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.

Published : 21, Apr 2017
Newcomer Europe ex UK funds to watch

Newcomer Europe ex UK funds to watch

The following funds are relatively new launches but feature experienced managers with strong track records running similar strategies elsewhere, according to Morningstar.

Published : 21, Apr 2017
Qrops cull expected in shock second suspension of UK list

Qrops cull expected in shock second suspension...Lock icon

HM Revenue & Customs is to temporarily suspend its list of qualifying recognised overseas pension schemes (Qrops) for a second time on 2 June, signalling a further cull amid a drastic overhaul of overseas pension transfers.

Published : 21, Apr 2017
Europe ex UK equities to watch based on their three-year record

Europe ex UK equities to watch based on their...

The following funds have been among the best performers within European ex UK equities over the past three years to the end of February 2017, according to Morningstar.

Published : 21, Apr 2017
Europe ex UK funds beat index over three key timescales

Europe ex UK funds beat index over three key timescales...Lock icon

The average European ex UK fund performance suggests that active managers added value over three, five, and 10 years, despite 2016 being a tough period for active European ex UK funds after the strong outperformance of the previous 12 months.

Published : 21, Apr 2017
Schroders boosts private equity holdings with Adveq deal

Schroders boosts private equity holdings with...

Schroders is set to expand its private equity business through the acquisition of Swiss-based private equity firm Adveq Holding for an undisclosed sum.

Published : 20, Apr 2017
French presidential candidate wants a 100% tax on the rich

French presidential candidate wants a 100% tax...

Jean-Luc Melenchon, a far-left candidate backed by the French Communist Party, has said he would introduce a 100% tax on income above €400,000 (£428,800, $425,000).

Published : 20, Apr 2017
Serious flaws in newly-published Priips rules says Efama

Serious flaws in newly-published Priips rules...

The European Union has finally published details of its key information document (Kid), which are part of the controversial Priips guidelines, despite continued criticism from various industry bodies.

Published : 18, Apr 2017
ANALYSIS: Investment strategies ahead of the French election

ANALYSIS: Investment strategies ahead of the French...

The first round of the French election is just a few days away. So what are investors doing to protect against another potential shock victory and near-term volatility?

Published : 13, Apr 2017
Best and worst expat countries for high pay

Best and worst expat countries for high payLock icon

The best places to earn a decent annual wage without having to work around the clock are in western Europe. Eastern Europe fared badly but Mexico ranked bottom, a recent report by ExpatFinder found.

Sweden to target advisers in tax avoidance clampdown

Sweden to target advisers in tax avoidance clampdown...

The Swedish government is looking at introducing measures that would force tax advisers to report clients who use “aggressive” tax planning schemes to avoid paying tax.

Published : 13, Apr 2017
Germany sets out plan to tackle tax evasion

Germany sets out plan to tackle tax evasion

Germany’s finance ministry has set out a 10-point plan to combat tax evasion in response to the Panama Papers leak last year.

Published : 13, Apr 2017
Boal & Co signals move away from Asia in Malta Qrops debut

Boal & Co signals move away from Asia in Malta...Lock icon

Isle of Man-headquartered Boal & Co has launched its first Malta-based Qrops as part of a strategic shift of marketing these schemes away from the Asia region.

Published : 10, Apr 2017
Best performing sectors for UK funds in 2017

Best performing sectors for UK funds in 2017

The results are in - here are the 10 strongest-performing sectors on a total return basis according to the UK's Investment Association and data from FE Analytics.

Published : 10, Apr 2017
Equity ETF inflows accelerate to record highs

Equity ETF inflows accelerate to record highs

European-domiciled ETFs saw $11.1bn in net inflows in March, according to Blackrock. That’s an all-time record for the month. ETF investors in other parts of the world also joined the party in great numbers.

Published : 10, Apr 2017

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Qrops ‘fire sale’ averted as reforms survive Finance Bill cull
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Reforms overhauling overseas pension transfers may...

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