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blog

Tax Planning

UK residency: No Gaines for taxpayer in Supreme Court ruling

The Gaines-Cooper case has been a catalyst for a much needed statutory residence test to bring clarity and certainty to an area governed largely by case law and HMRC guidance, says Stuart Long, head of tax at law firm Howard Kennedy.

clock 21 November 2011 •

Companies

Virgin Money: The birth of a mortgage lender

The Virgin Money buy-out brings with it both good and bad news, but it is the latter - the £653m loss to taxpayers - that will make all the headlines.

clock 17 November 2011 •

Investment

Why 'low cost equity funds' is a flawed concept

Professional Adviser speaks to M&G managing director and global head of retail sales, Jonathan Willcocks, about his views on low cost funds and charging levels.

clock 17 November 2011 •

Your profession

Comment:Managers are struggling to post sector-beating returns

With the steadiest sectors at opposite ends of the economic growth spectrum, is it any wonder managers are struggling for consistency?, asks Thames River’s Rob Burdett

clock 17 November 2011 •

Your profession

How much risk is too much for your clients to take?

Shoehorning clients into a simple one-to-ten risk profiler fails because real attitudes to risk drift with every new piece of bad financial news

clock 17 November 2011 •

TCF

From the Editor: Spotted a churner? Mum's the word

The FSA wants whistleblowers to come forward – it even has a hotline – but is reluctant to act on the information it receives.

clock 17 November 2011 •

Economics / Markets

Redwood: Why the bears are focusing on Italy

A week of near farce in Greek politics ended recently with a government of national unity accepting the previously arranged deal.

clock 07 November 2011 •

Investment

Blog: Women must seize control of pension saving

The news from Scottish Widows that 50% of women are now saving properly in pensions is welcome, but retirement equality is still a long way off.

clock 04 November 2011 •

Protection

Protection revisited: The Polo Principle and the 'What If' game

Roger Edwards, proposition director, Bright Grey and Scottish Provident, delves deep into cyberspace and plucks out three protection sales techniques - one an oldie-but-goodie, one from the US and one for the future.

clock 03 November 2011 •

Investment

From the Editor: Why the FOS can expect a fuller postbag from now on

The Labour government was rightly derided for many things, but one event that happened under its watch should be applauded: the introduction of the Freedom of Information Act.

clock 03 November 2011 •
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