Tax & Regulation | 19 Apr 13
advisers increasingly face negligence claims
Advisers are facing the threat of legal action from out-of-pocket clients who have been caught by HM Revenue & Custom’s crackdown on tax avoidance schemes.
North America | 19 Apr 13
a us fund worth reading about
A US equity fund that has held fewer than 100 companies over a quarter-century and has an annualised return of 14.2% since 1989, has just become available to UK DFMs and wealth managers, so what is the snag?
an advisers guide to the benefits of offshore
In the second of this two-part series London & Colonial’s Adam Wrench compares death benefits, HMRC reporting and adviser fees.
United Kingdom | 18 Apr 13
hargreaves lansdown muses intl
Hargreaves Lansdown, the Bristol-based, FTSE 100-listed UK investment “supermarket”, is considering establishing an international business but not for at least three years.
intl sales help jupiter as it suffers rdr
RDR implementation and the partial loss of a mandate resulted in a subdued opening quarter for Jupiter Asset Management, as the firm reported net inflows of £209m for Q1 2013.