Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.
This week, Mark Loosmore of AT8 Group examines start-up Network Direct's use of the Plum practice management system.
Advisers are now largely clear on what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013. However, there are still a few queries arising, particularly regarding less conventional scenarios. The Personal...
David Bower, head of marketing for iShares EMEA, unravels some of the misconceptions about exchange-traded instruments.
Will Goodhart, chief executive of the CFA Society of the UK, explains why there is more to belonging to an industry body than professional accreditation.
Alban L'Honneur, assistant fund manager on the Thames River Property team, examines why listed real estate has outperformed other sectors.
Osborne Clarke head of regulatory services, Tim Boyce, on why clear communication with clients will be more important than ever following the FSA's platforms policy paper.
Although they will be paid compensation for PPI mis-selling, bank customers still have plenty of gripes left over.
Helen Morrissey takes a look at the results of the latest Retirement Planner Inquiry into the future of the SIPP and SSAS markets.
Sue Elliott looks at recent developments in long-term care and asks what happens now.