In general, the five tax breaks available under the Enterprise Investment Scheme (EIS) make it one of the most attractive vehicles for private investment available in the current environment - 30% up front tax relief, freedom from Capital Gains and Inheritance...
With over 400 investment trusts available to investors, how do you pick the best one for your clients? Stephen Peters, investment trust analyst at Charles Stanley, offers his tips.
As creators of credit, banks are in a very privileged position. To create a loan, the equivalent of making a sale for other companies, banks just need to type a number into a computer and hit ‘enter'. This is a licence that frequently gets abused if banks...
Question: What important role do you see these products playing in the retirement income space in future? Calm before a storm?
Question: Complexity and cost are two reasons I give when asked why I don't recommend unit-linked guarantees to my customers. Are we likely to see more cost effective products coming onto the market?
Question: What are you doing to allay customer concerns about the longevity of this market?
David Worsfold says a revived Vince Cable will ensure the Lib-Dems get their say on the banks.
Standard Bank's head of Advisory Stockbroking, Neville Falla, has become the first person in Jersey to achieve The Chartered Institute for Securities and Investment's (CISI) new benchmark qualification.