It was not that long ago since With-Profit Bonds dominated the investment advice arena. In fact, between 2000 and 2002, £8.3billion was invested, via IFAs, into with-profits bonds (Source ABI). While there were offshore with-profits bonds available, they...
One of the topical issues at the moment is Fidelity's Special Situation Fund, reported to be over £3bn in size, as the fund management moves from Anthony Bolton to Sanjeev Shah.
Recent announcements about Standard Life's launch of an open-architecture contract and Legal and General's launch of a new international life company, based in Ireland by end of the year, herald major changes to the current offshore landscape.
The latest figures from the ABI indicate that the market for offshore single premium bonds sold in the UK has increased from £4.8bn in 2005 to £7.1bn in 2007 - an increase of almost 50%. This is after a 63% increase in 2006 over 2005. This is a big and...
...I would not be on my own. In October, the Daily Telegraph reported on research from the Centre for Economic and Business Research. It showed there are more than 820,000 "demi-millionaires" - that is, those worth at least £500,000 and that the number...
Oh, for the good old days when inheritance tax planning (IHT) was little more than putting a bond into a trust and waiting for seven years for unlimited amounts to be free of IHT.
In the recent past, the to-ing and fro-ing in the pensions world has given us lots of opportunities to talk about offshore.
Are these events related? The European Savings Directive does not generate as much revenue as was expected; investigation into Barclays' offshore accounts reveals poor declaration of offshore accounts, and there is a strong increase in the amount of money...