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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Regulation

Sense and sensibility

Mark Lisle, compliance manager at Rowanmoor Pensions, calls for ‘realistic’ rules under a new government

clock 13 May 2010 •

Equities

Time for UK equities to come back on the radar

Courtiers'director and CIO Gary Reynolds explains why investors should not turn their backs on UK equities.

clock 13 May 2010 • 5 min read

uncategorised

IHT: Not just a tax on the wealthy

Property values may have increased by 106% in the past decade but inheritance tax thresholds have not. Jonathan Gain of Stellar Asset Management looks at why IHT planning should be a high priority for clients of all ages

clock 13 May 2010 •

Wrap/platforms

Dawn of a new decade for platforms?

Hugo Thorman, managing director of Ascentric, examines the issue of disclosing costs post-RDR.

clock 13 May 2010 •

TMT

Tech Review: Octopus Investment

AT8's Mark Loosmore reports on Octopus Investment's bespoke contact management system which the firm has honed to maximise customer service.

clock 13 May 2010 •

Investment

Investors flock back into high yield

Improving corporate fundamentals have seen investors return to high yield. But sovereign risk could easily limit sentiment, writes Paul Burgin.

clock 13 May 2010 • 8 min read

ETFs

ETFs enter adolescence

As ETFs celebrate a decade in Europe, Morningstar associate director Bradley Kay, looks at what the next 10 years will hold.

clock 13 May 2010 •

Investment

Asset Allocator's Soapbox: PSigma's Tom Becket

Tom Becket, CIO at PSigma Investment Management, on what strategy to adopt in testing times

clock 13 May 2010 •

Your profession

Collective redress: the shape of things to come

Proposals for simplification of collective redress procedures in the financial services industry are almost undoubtedly in store, writes Laurence Lieberman, financial disputes partner at law firm Taylor Wessing.

clock 13 May 2010 •

Investment

From IT to IFA: Is this man mad? Part 4

Peter Lawrence spent 30 years in IT but last year launched his own IFA – Prime Time Financial - and is writing about his experiences. This month: Defining ‘client’

clock 13 May 2010 •
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