ALLIANCE Trust Savings has successfully transferred the administration of over 4,200 Close Investments Limited (Close) ISAs, PEPs and share plan wrappers to its open architecture investment platform.
Close investors will now benefit from the greater versatility of Alliance Trust's industry-leading investment service that allows them to choose from more than 3,000 investments, as well as to trade online,...
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record
Clients to be compensated by end of 2018