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It's our round-up of the stories your clients may have read in the national newspapers over the weekend...
An elderly couple say they would be ‘very wary’ of using an IFA again, after finding themselves caught up in both the Keydata and Park Row debacles.
David Glick, director of Edge Investment Management, says investing in the glamorous world of football transfers is a new way of mitigating inheritance tax liabilities.
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The size of a market is transformed by the arrival of a product that meets consumer demand in that market, says Tom Baigrie.
Aegon Scottish Equitable is warning advisers to review their clients’ investments into PEPs and ISAs amid fears surrounding their IHT treatment.
The Pep and Isa Managers Association is to change its name to the Tax Incentivised Savings Association, from the 1 July.
Savers have been given a boost after Gordon Brown announced an increase in the limit that can be invested in Isa accounts.
Specialist funds were the most popular form of retail investment in 2006, as the dominance of property funds accounted for almost a quarter of the Oeic market.
Older investors holding onto savings in Peps and Isas could lose 40% of their savings through Inheritance Tax (IHT), claims the Way Group.
Full year 2005 figures published by the Association of Investment Trust Companies suggest total purchases of investment trust Isas – through trusts and their managers – increased by just 1% to £63.4m from £62.6m the previous year.
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