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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Wrap/platforms

What will the RDR really mean for selecting discretionary managers?

Sparring between platforms and discretionary fund managers is unnecessary, as they are alternate not competing solutions, writes Andrew Denham-Davis from Brooks Macdonald AM.

clock 24 June 2010 •

Investment

Which wrapper in an era of higher taxation?

Embracing a broad approach to tax wrappers will be the best strategy for clients to maximise returns and minimise their tax liability.

clock 24 June 2010 •

Long Term Care

Society of Trust and Estate Practitioners

With the debate surrounding funding long term care in the run up to the last general election, few areas have been as topical or well publicized.

clock 21 June 2010 •

Your profession

A message to readers from Judith Thorneycroft

Judith Thorneycroft thanks readers for their kind words following the death of her husband Ian last month.

clock 18 June 2010 •

Wrap/platforms

How to assess platform suitability

When it comes to assessing the suitability of a platform, otherwise known as conducting due diligence, each adviser, provider, colleague and ‘expert' will have an opinion on the platform that is best for your client and for your business. However, ultimately...

clock 17 June 2010 •

VCTs / EIS

Reaping the rewards of British innovation

VCT and EIS funds offer a good route into enterprise investing and have the added attraction of offering tax relief, writes Julian Hickman, partner, Longbow Capital LLP.

clock 17 June 2010 •

Wrap/platforms

Lessons from across the pond and down under

By looking at overseas experiences, we can see what may lie ahead post-RDR, writes Ed Dymott, head of UK fund partners, Fidelity International.

clock 17 June 2010 •

Specialist

The return of the mutual fund

The re-creation of true mutual funds is without doubt an unintended consequence of RDR, but one advisers should embrace, writes David Norman, managing director and co-founder of TCF Investment

clock 17 June 2010 •

Investment

IFA View: A new path for the FSA

Sheriar Bradbury, CEO of Bradbury Hamilton, asks how does increasing capital adequacy requirements help the end consumer?

clock 17 June 2010 •

Europe

Q&A: Income investing in Europe

Oliver Russ of Argonaut Capital Partners, talks about the benefits of European equity income

clock 17 June 2010 •
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