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Latest Informer articles

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Gifts into property trusts can cause a lifetime charge

Rachael Griffin, tax and financial planning expert, walks through a case study which shows the effect of making multiple gifts for inheritance tax purposes and the impact on the order in which they are made. Topic:Trust & Taxation
Coins

JP Morgan US Growth Advantage Fund

Taking a fundamental bottom up approach, focused on high quality growth stocks, JP Morgan hope to deliver the most consistent returns over time. Topic:North American Equity
Analysis

Due diligence that supports your client relationship

Andy McGeown, Platform expert, explains why it’s so important to assess the ‘soft’ benefits for your clients and highlights some of the recent changes we’ve made to improve our service offering. Topic:Financial advice
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Overcoming barriers to offshore

In the last two years we’ve seen significant changes in pension and tax legislation and these changes mean clients are searching for alternative solutions. See how offshore bonds could be the solution. Topic:Investment planning
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Focus on Newton's UK Opportunities Fund

Investment expert Nathan John looks at the fund’s investment approach which has a solid track record, forged by a consistent approach since inception in 2002. Topic:Global Equity
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Claims …myth or reality

We take pride in the fact that we’ve been providing high quality life and critical illness cover to our customers for many years. But it’s not just the amount and quality of cover you're recommending that’s important. Topic:Protection
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Pension death benefits: full flexibility is being squandered

Increasing numbers of pension customers are missing out on the ability to cascade pension wealth efficiently when they die. Find out how you can help ensure your clients can make the most of their pension. Topic:Retirement
Analysis

Focus On Schroder European Alpha Income Fund

Schroders fund manager James Sym explains the fund’s investment approach which has achieved fantastic capital growth and outperformance of both its benchmark and sector average for clients since its launch in 2012. Topic:Global Equity
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What do paraplanners think of Old Mutual Wealth?

Andy McGeown, Investment expert, explores what the readers of Professional Paraplanner think of Old Mutual Wealth. Topic:Financial advice
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Supporting your due diligence with gold standard service

Andy McGeown, Investment expert, looks at how our 2017 Defaqto 'Gold' rated level service for Protection, Onshore Bond, Pension and Platform can help justifying your choice of using us for due diligence purposes. Topic:Financial advice

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