As the Reits approach to real estate investment is adopted across the Americas, Asia, Australia and Europe, it is useful to reflect on the US experience with Reits that began nearly 50 years ago
The information advisers need to know about Reits falls into two categories: first the facts needed in order to meet their regulatory obligations and second the crucial product and tax-related rules to conduct business effectively
The annuities market trebled in size in 1991 but depite recent signs of revival, rates have been in long-term decline
With inflation a major issue for longer-living pensioners, many are turning to investment-backed annuities as an alternative to level products
People look on the purchase of a home as a good investment, with a recent increase in interest in buy-to let or holiday homes
Consumers are shaping the growing ethical agenda by expressing their personal preferences and beliefs through their spending decisions
Since launch in 1995, most of the focus has been on the upfront tax relief, ignoring Isa-style benefits of vehicles for taxpayers over 18 investing up to £200,000 per annum
Latest raft of changes limit investment into companies of £2m per annum, following last year's reduction in tax relief from 40% to 30%
Consistency of performance among fund managers is becoming an increasingly rare and valuable commodi...