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Feature

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Estate Planning: Regular Gifts out of Income

There is a way to increase the amount you can give away each year without incurring a potential inheritance tax liability: Carl Lamb explains how regular gifts out of income can be used for estate planning purposes.

clock 19 January 2012 •

Investment

What next for China?

As China begins its New Year celebrations, Jing Sun, manager of the PSigma Global Equity fund, reports back from a recent trip to the region and looks at what the next 12 months have in store.

clock 19 January 2012 •

Multi-manager

Steve Gibson on an asset mix to combat volatility

Steve Gibson, portfolio manager of the Fidelity Multi Manager Balanced fund, explains how he is preparing his portfolio for a tough year ahead for investment returns.

clock 19 January 2012 •

Your profession

Pension reform: How to advise divorcee clients

An estimated 31,000 public sector workers will file for divorce this year, but with reform to their pensions hanging in the balance, what should advisers recommend?

clock 19 January 2012 •

Your profession

Calm down, calm down: Platform row heats up

As supermarkets and wraps engage in ideological warfare ahead of what promises to be a challenging year, Ascentric issues a plea for unity…

clock 19 January 2012 •

Your profession

Be RDR Ready: Some last minute exam and gap-fill tips

Yet to complete your Level 4 or gap-fill requirements? There's still time, finds Charlotte Richards...

clock 19 January 2012 •

Wrap/platforms

Platforms: Time for the 'old school bundlers' to show their hand

James Hay Partnership's Chris Smeaton on why he believes the FSA will remove its expected cash rebate ban…

clock 19 January 2012 •

Investment

The perils of index hugging

Gervais Williams, managing director of MAM Funds, considers the industry’s increasingly-worrying obsession with indices and asks if this is the best way to service our clients’ needs.

clock 19 January 2012 •

Bonds

Can corporate bond funds add zest to portfolios?

Ken Rayner, investment director at Rayner Spencer Mills, looks at whether corporate bond funds should feature in your fund mix.

clock 19 January 2012 • 5 min read

Your profession

Is it time for platforms to risk-rate products?

Platforms have been accused of putting consumers at risk by permitting highly complex products on their panels. But isn’t suitability down to the adviser?

clock 19 January 2012 •
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