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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Protection

NU non-disclosure rate falls to 1.5%

The number of claims declined for non-disclosure of medical information by Norwich Union has dropped to 1.5% in 2008, following a series of awareness raising initiatives.

clock 10 November 2008 •

Investment

Two thirds unaware of transferable IHT rules

Large numbers of Brits are oblivious to major changes to inheritance tax laws (IHT) introduced almost a year ago, according to Zurich.

clock 10 November 2008 •

Income

Clients want guarantees-IFAs

Guarantees on income and capital are becoming increasingly important to investors in a turbulent market, an IFA study suggests.

clock 10 November 2008 •

Investment

Elite passes Growth Trust to Charteris

Elite, the third party administration arm of WAY Fund Managers has handed over the EFA James Brearley Premium Growth Trust to Charteris Treasury Portfolio Managers.

clock 10 November 2008 •

Tax Planning

Zurich: Brits failing to protect wealth

Brits are failing to protect their wealth through effective tax planning, according to research from Zurich.

clock 10 November 2008 •

Regulation

FSA chairs international anti-fraud conference

The FSA is chairing an international boiler room conference, calling on fellow regulators and law enforcement agencies from around the world to help tackle a fraud which it said cons the UK public out of around £300m yearly.

clock 10 November 2008 •

Investment

ETF Securities unveils new funds

ETF Securities has launched its first ever platform of equity index tracking ETF's on the London Stock Exchange with a 0pc TER until 31 January 2009.

clock 10 November 2008 •

uncategorised

Families and small business to get billions in tax cuts - papers

Middle-income families and small businesses will receive billions of pounds of tax cuts and benefits in the Chancellor's Pre-Budget Report within the next two weeks, according to The Telegraph .

clock 10 November 2008 •

Investment

Just Retirement shares up 50% on takeover talk

Just Retirement shares have soared over 50% this morning after the company confirmed it is in preliminary talks over a potential offer.

clock 10 November 2008 •

Your profession

Nationwide profits dip 18%

Nationwide Building Society has announced underlying profits fell 18.2% in the first half of its 2008/09 financial year.

clock 10 November 2008 •
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