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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Offshore Investment

Cayman losing business to 'white list' centres

The cost of not making the OECD "white list" could cost offshore centres tens of millions of dollars in business, the Cayman Islands Financial Services Association (CIFSA) says.

clock 29 May 2009 •

Offshore Investment

Best of the web: Switzerland fights tax haven slurs - with half-naked farmers

Switzerland, fed up with being portrayed as a tax-dodgers' paradise, is rebranding itself as a land of hunky half-naked peasants with waxed chests and tight leather shorts.

clock 29 May 2009 •

Technology

Aegon unveils IP tracking tool

Advisers can follow income protection (IP) applications with Aegon Scottish Equitable online at any time after the insurer launched a tracking tool.

clock 29 May 2009 •

Investment

DC pots worth less than cash contributions

Many defined contribution members' pension pots are worth less than the cash contributions into them, PricewaterhouseCoopers research reveals.

clock 29 May 2009 •

Offshore Investment

Movers and Shakers

Here we list who has moved where in another busy week in the offshore sector.

clock 29 May 2009 •

Cautious Managed

Bullish Fidelity Multi-Asset manager overweights equities

Trevor Greetham has moved his Multi-Asset Strategic fund to an overweight position in equities after becoming more bullish on the markets than at any time for nearly two years.

clock 29 May 2009 •

Offshore Investment

Retail sales of overseas funds doubles: IMA

Net retail sales of overseas-domiciled funds have more than doubled since last year, according to IMA's April fund statistics.

clock 29 May 2009 •

Investment

Pensions minister claimed for 'soundproofing' bedroom

Pensions minister Rosie Winterton submitted claims for "soundproofing" the bedroom of her London home and received thousands of pounds for gardening and decorating, latest Telegraph revelations reveal.

clock 29 May 2009 •

Offshore Investment

Max Property Group lists on CISX

Max Property Group has listed on The Channel Islands Stock Exchange (CISX) on a primary basis and the issue of its shares has been claimed to be the largest initial IPO in Europe this year.

clock 29 May 2009 •

Investment

Tax on pension switching 'unfairly' penalises smaller schemes

The Government's anti-forestalling rules for higher rate tax relief are putting SIPPs and smaller pension schemes at a huge disadvantage to larger group schemes, industry experts say.

clock 29 May 2009 •
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