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Author profile

Charlotte Richards

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Articles by Charlotte Richards

Tax Planning

What you need to know about IHT and charitable giving

AXA Wealth's Brian Murphy looks at the implications of the recent HMRC consultation on inheritance tax for people who leave a charitable legacy in their will.

clock 15 September 2011 •

Investing in the profession

Five steps to CII RO exam success

Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.

clock 15 September 2011 •

Managed solutions

How to construct a properly diversified portfolio

The financial crisis has highlighted the need for a truly diversified portfolio, says Brian Fleming, head of multi-asset risk and structuring at Standard Life Investments.

clock 08 September 2011 • 6 min read

Technology

Network Review: How can Financial Ltd help you?

Financial Limited has a number of points of differentiation. It was the first network to start charging a flat fee per firm dependent on the number of advisers.

clock 08 September 2011 •

RDR

Your post-RDR options if you don't meet the deadline

New Model Business Academy's Lee Travis looks at the options for advisers who will not be RDR ready on 1 January 2013.

clock 08 September 2011 •

Property Investment

How to construct a winning global real estate portfolio

Chris Urwin, global research manager - real estate at Aviva Investors, looks at where the best opportunities lie for global real estate investors.

clock 08 September 2011 •

Regulation

Blog: Like it or not, the FSA is the world's lead regulator

A meeting international representatives of the Financial Planning Standards Board revealed some eye-opening truths about the standing of the FSA abroad

clock 08 September 2011 •

Your profession

Four common client fears (and how to ease them)

Bryce Sanders, president of Perceptive Business Solutions Inc, looks at client fears and ways of overcoming them.

clock 08 September 2011 •

Investment

FundsNetwork: Why we revealed our fund deals

David White, head of Fidelity FundsNetwork, gives Professional Adviser the inside story on why the supermarket decided to publish fund manager rebates.

clock 08 September 2011 •

Bonds

Hot100 profile: Cazenove's Peter Harvey

Cazenove's Peter Harvey talks to Cherry Reynard about how he is currently positioning his Strategic Bond fund.

clock 08 September 2011 •
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