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Author profile

Charlotte Richards

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Articles by Charlotte Richards

uncategorised

From life policy to trust

Nicholas Acomb, partner at law firm Stevens & Bolton, looks at the inheritance tax obstacles you need to overcome when transferring policies into trusts.

clock 15 July 2010 •

RDR

Forced change or good business practice?

The RDR will force many adviser firms into a programme of business change. Fiona Tait, business development manager at Scottish Life, looks at how some firms have already turned it to their advantage.

clock 15 July 2010 •

TMT

Tech Review: Parmenion Capital Partners

AT8's Mark Loosmore speaks to Richard Mein, managing partner and founder of Parmenion Capital Partners LLP, to discover more about his platform.

clock 15 July 2010 •

Protection

AXA's Harvey on taking advantage of Budget opps

Graham Harvey says last month’s Budget provides the perfect opportunity to discuss protection with clients

clock 15 July 2010 •

uncategorised

From cradle to grave?

With the removal of compulsory annuitisation, for the first time advisers will be able to consider lifetime financial and investment planning within a pensions tax wrapper.

clock 15 July 2010 •

Your profession

Fund Manager View: Julian Chillingworth

Rathbone's CIO says we will all share the pain of the cuts in Osborne's first budget

clock 08 July 2010 •

Equities

Q&A: Why dividends count

Equity income investing is a perennial favourite with advisers and their clients alike.

clock 08 July 2010 •

RDR

Racing to the RDR finishing line

Maria Merricks looks at how the RDR's qualification requirements will impact the adviser community.

clock 08 July 2010 •

TMT

Tech Review: Gaudi

This week, AT8's Mark Loosmore met with Gaudi, a company that provides an outsourced capability to enable IFAs to set up their own SIPP propositions

clock 08 July 2010 •

Your profession

Budget changes will not just affect the wealthy

Paul Kennedy, of Fidelity International, says basic rate taxpayers have been affected most by CGT changes in the emergency Budget

clock 08 July 2010 •
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