Investment | 19 Dec 16
ANALYSIS: US equities the ultimate refuge as 2016 winds downs?
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
Swiss firm aims to digitalise fund selection process
Zurich-based fund information provider fundinfo and its partner ifund services have launched Digital-Advisor, a fund selector that analyses both active and passive funds and match them to an investor’s preferences.
Arbuthnot, Brewin Dolphin snap up Duncan Lawrie assets
Private bank Arbuthnot Lathan and one of the UK’s largest financial advisory firms, Brewin Dolphin, have snapped up parts of wealth manager Duncan Lawrie as its parent company, Camellia, departs the private banking industry.
All French and Italian Rops dropped from UK pension list
All French and Italian schemes have been removed from the HM Revenue & Customs (HMRC) list of recognised overseas pension schemes (Rops) said to meet the conditions for accepting UK retirement pots.
Best Practice | 19 Dec 16
UK taxman sends thousands of APNs ‘in error’
HM Revenue & Customs has withdrawn 4,300 accelerated payment notices (APNs), meaning that one in 14 of the 60,000 upfront tax payment requests has been sent in error, says accountancy firm Moore Stephens.