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Author profile

Will Roberts

Articles by Will Roberts

Regulation

HMRC's final VAT guidance in full

HMRC has published its final guidance setting out when VAT will be exempt on adviser charging arrangements post RDR. Here are the guidelines in full.

clock 01 March 2012 •

Economics / Markets

Sunday Times editor headlines Cofunds economics forum

Sunday Times economics editor David Smith will join fund managers including Henderson Global Investors' Bill McQuaker to tackle the concept of investing in volatile markets at an upcoming industry forum.

clock 29 February 2012 •

Investment

FSA to address fund switch 'inconsistencies'

The FSA is set to address concerns it will create an "unlevel playing field" by permitting trail commission to continue on fund switches within life policies set up pre-RDR, but not on other products.

clock 29 February 2012 •

Investment

Cost most important factor in passive selections - research

Cost and provider reputation are the most important factors for advisers choosing a passive investment provider, research suggests.

clock 29 February 2012 •

Economics / Markets

Taxpayers in line for £11bn profit from Northern Rock

The nationalisation and resale of Northern Rock will rake in a profit of up to £11bn for UK taxpayers, it was announced today.

clock 28 February 2012 •

RDR

IFA signs up to Sanlam's hybrid advice model

Sanlam UK has inked a deal with Statehouse Financial Management which will see the Wiltshire-based firm adopt Sanlam's hybrid advice model.

clock 24 February 2012 •

Wrap/platforms

How to shelter £58k from taxman this ISA season

Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.

clock 22 February 2012 •

Economics / Markets

Osborne boosted by improvement in public finances

Chancellor George Osborne has been given a boost ahead of next month's Budget after official figures showed the UK posted its largest budget surplus in four years.

clock 21 February 2012 •

Investment

Euro crisis the biggest threat to returns, say advisers

The eurozone sovereign debt crisis poses the greatest risk to investment returns in 2012, say advisers.

clock 21 February 2012 •

Wrap/platforms

Axa Wealth lifts lid on execution-only wrap

Axa Wealth is launching its direct platform proposition - Axa Self Investor - this summer, which will be backed by a UK-based telephone support team.

clock 20 February 2012 •
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