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ISA

Economics / Markets

Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the weekend's national newspapers...

clock 23 January 2012 •

Balanced Management

Equity funds see record outflows as crisis grows

Equity funds experienced their highest ever outflows of retail money in November as investors pulled out their cash in droves amid the ongoing eurozone crisis.

clock 09 January 2012 •

ISAs

TISA welcomes Treasury ISA top-up plans

The Tax Incentivised Savings Association (TISA) has welcomed Treasury proposals which will give investors affected by the failure of financial firms the opportunity to use compensation to top up their ISAs beyond the current subscription limits.

clock 06 December 2011 •

Investment

A J Bell adds funds to SIPPCentre to meet RDR demand

A J Bell has added 1,000 funds to its core fund range available on the Sippcentre platform.

clock 22 November 2011 •

Wrap/platforms

Hargreaves defends charging £2 a month for tracker funds

Hargreaves Lansdown plans to charge investors who hold certain tracker funds on its Vantage platform a flat fee of up to £2 per month, compared to the current annual rate of 0.5%.

clock 21 November 2011 •

Wrap/platforms

Aviva to launch corporate wrap next year

Aviva is set to launch a corporate wrap solution next year as it looks to grab a foothold in the workplace savings market.

clock 07 November 2011 •

Your profession

Tips for advising non-dom clients

Planning for UK resident non-domiciles has become far more complex and it is now necessary to review their status annually. This has opened up opportunities for advisers, explains David Truman, partner at Menzies

clock 03 November 2011 •

Investment

Saving for university: Why your clients need you more than ever

With tuition fees rising, saving for a child's university expenses has taken on new significance, writes Standard Life International's Ian Searle

clock 03 November 2011 •

Regulation

Advising your American clients...

The Foreign Account Tax Compliance Act (FATCA) is set to impact advisers with American clients when it comes into force in 2013. David Treitel, tax director at US 
Tax & Financial Services Ltd, explains how best to manage the risks

clock 03 November 2011 •

Investment

Gap-fill: Understanding the main asset classes

As part of Professional Adviser's commitment to helping advisers prepare for RDR, we are providing fully accredited gap-fill articles. This month, Geoff Mills, director at Rayner Spencer Mills, outlines all you need to know about the main asset classes......

clock 03 November 2011 •
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