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Where am I? Home breadcrumbs arrow image Technical

TECHNICAL

Are EISs suitable for your clients?

Investment Week | 09 Jan 2012

The EIS has a cocktail of tax benefits and, of course, it is most appropriate for someone who can make use of the maximum tax breaks.

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mazewoman

Special Report: Your guide to hedge funds

Maria Merricks looks at how hedge funds can help retail investors achieve portfolio diversification.

Investment Week | 02 Dec 2011

exchange

Our guide to managed futures and how to use them

Managed futures managers, otherwise known as commodity trading advisers (CTAs), are hedge fund managers who run mostly computer-based systematic strategies on a basket of liquid, exchange-traded futures markets.

Investment Week | 21 Oct 2011

OTHER TECHNICAL ARTICLES

future-ctf

Why closed-ended funds could aid saving for children

The effect of fund charges over the long term make closed-ended trusts an attractive option for a child’s investment, writes F&C’s Ed Morse.

Investment Week | 10 Oct 2011

simon-massey

Rental income deductions explained

Simon Massey of Menzies explains what your can and cannot claim as deductions against rental income.

Investment Week | 12 Jul 2011

stellarassetmanagement-jonathangain-colour

Mitigating 'voluntary' inheritance tax

Stellar's Jonathan Gain explains how trading companies can help your clients find flexibility and asset control in their IHT planning.

Investment Week | 10 Jun 2011

airplane-2-big-jpg

IHT planning for expats

Skandia International's Rachael Griffin looks at why IHT planning is vital for expats.

Investment Week | 15 Apr 2011

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Start planning early

WAY Investment Services' Mark Benson gives an update on how the Budget 2011 affected inheritance tax planning.

Investment Week | 31 Mar 2011

fsa-logo

Don’t fall foul of the regulator

UCIS are perfectly safe products to recommend, if done in the right manner, says Tony Bray of threesixty Services.

Investment Week | 18 Mar 2011

millionaire-iw

Your tax efficiency tool

David Nash, of the Chancery Partnership, takes a look at how Enterprise Zones can offer high-end clients tax-efficient investment opportunities.

Investment Week | 14 Mar 2011

advisers-iw

Top tips to advising on UCIS

David Ingram, director of threesixty Services, explains how to advise on unregulated collective investment schemes in a compliant fashion.

Investment Week | 11 Mar 2011

cgt-dice-web

Top tips to minimise CGT liabilities

JLT's Martyn Scott outlines the planning opportunities you can use to reduce your client's Capital Gains Tax charges.

Investment Week | 22 Feb 2011

walters-andrew-policy-selection-ltd-1

The taxation of life settlements explained

The Assured Fund's Andrew Walters unravels the complex tax rules surrounding life settlements.

Investment Week | 08 Feb 2011

stopwatch-iw

Don’t forget: Your SSAS and EPPS deadlines are approaching

With the fifth anniversary of A Day approaching, Jane Davies of James Hay & The IPS Partnership, looks at how pensions legislation has evolved.

Investment Week | 03 Feb 2011

globeturn

Why a fund's domicile matters

Bluefin Wealth Management's Dawn Mealing considers the key tax implications of where a fund is domiciled.

Investment Week | 18 Jan 2011

« Previous Next »

MOST READ ARTICLES

  • Big Question: Are hopes of a US recovery overblown?

  • £1.2bn Caledonia investment trust to adopt more concentrated mandate

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Gibbs retains euro short ahead of 'rapid contraction'

  • Conjecture: Global Emerging Markets

MOST COMMENTED ARTICLES

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight back on fund charges

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' fund charges

  • Treasury calls for FATCA exemptions on eve of new proposals

  • Most read
  • Most commented
  • Most popular
  • Big Question: Are hopes of a US recovery overblow...

  • £1.2bn Caledonia investment trust to adopt more ...

  • VIDEO: Pakenham - Japan's impact on bond markets

  • Gibbs retains euro short ahead of 'rapid contract...

  • FSA chief 'truly sorry' for RBS failure

  • Show your support: Why fund managers must fight b...

  • Fred Goodwin stripped of knighthood

  • Fidelity demands action on misleading 'Ryanair' f...

  • Australia
  • Barack Obama
  • Brazil
  • Credit Suisse
  • Insider trading
  • Italy
  • Recession
  • Scotland
  • US
  • euro

HAVE YOUR SAY

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The Big Question

This week: Are hopes of a US recovery overblown?

JOB OF THE WEEK

Latest jobs

IPS GROUP: Senior Communic

03 Feb 2012

GBP45000 - 55000 per annum: IPS Group: Working fo

IPS GROUP: Flexible Benefi

03 Feb 2012

GBP37000 - 46000 per annum: IPS Group: An interes

MORTGAGE TALK: Self Employ

02 Feb 2012

£40-45K OTE: Mortgage Talk: Fantastic Opportunit

Foo This

EDITOR'S CHOICE

1 2 3 4 5

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

capitol hill

Treasury calls for FATCA exemptions on eve of new proposals

HM Treasury is pressuring the US government for a ‘carve out’ on FATCA for low risk institutions, ahead of a draft paper due this week.

Greek flag

Is now the time to snap up Greek debt?

London-based investment manager Exotix - the emerging and frontier markets specialist - is urging clients to buy into Greek debt and the country's stock market before it reaches a deal with creditors.

cowley-stewart-cutout

Fund Manager Focus: OMAM's Stewart Cowley

Old Mutual Asset Managers’ Stewart Cowley has run the group’s £568m Global Strategic Bond fund since joining the company from Newton Investment Management in June 2009.

train-nick

Train: How I outperformed FTSE All Share during 2011

Lindsell Train founder Nick Train has revealed hefty positions in some of the more defensive stocks in the FTSE 100 helped him outperform the market substantially last year.

EVENTS

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Northern Investment Summit

08 Feb 2012 - 08 Feb 2012

Radisson Blu, 80 High Street, The Royal Mile Edinburgh

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Strategic Bond Focus

09 Feb 2012 - 09 Feb 2012

Grand Connaught Rooms

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Professional Adviser Awards 2012

09 Feb 2012 - 09 Feb 2012

London Hilton on Park Lane, 22 Park Lane, London, W1K 1BE

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fund5live

21 Feb 2012 - 29 Feb 2012

More events
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