Are You a Sophisticated Investor?

In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals (HNWIs) could be more easily approached with a view to making investments in unlisted securities.

Are You a Sophisticated Investor?

In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals (HNWIs) could be more easily approached with a view to making investments in unlisted securities.

Budget Summary 2005

Introduction Chancellor Gordon Brown's freedom of action in this year's budget was restricted by the likelihood of a General Election taking place before the Finance Bill 2005 has had the chance to be passed (this normally occurs in the July following the budget) and the fact that previous budgets have announced changes for some years ahead.

Capital Gains Tax for Owners of Two Homes

Ownership of two homes in the UK is becoming more commonplace as couples who both own houses marry, houses are inherited, parents buy houses for their children to live in, or people just buy a place in the country, either to let or to escape to at weekends.

Capital Gains Tax for Owners of Two Homes

Ownership of two homes in the UK is becoming more commonplace as couples who both own houses marry, houses are inherited, parents buy houses for their children to live in, or people just buy a place in the country, either to let or to escape to at weekends.

Equity Release

Managing an active retirement can present significant problems for the many people who are blessed with good health but cursed by the effects of the poor performance of pension funds and low annuity rates over the last two decades.

Equity Release

Managing an active retirement can present significant problems for the many people who are blessed with good health but cursed by the effects of the poor performance of pension funds and low annuity rates over the last two decades.

Fiscal Help for your Student Children

With the introduction of top-up tuition fees in 2006, gaining a university education looks set to become even more expensive.

Fiscal Help for your Student Children

With the introduction of top-up tuition fees in 2006, gaining a university education has become even more expensive.

How Drawdown Lifetime Mortgages Work

For people who have money tied up in their homes who wish to release capital for expenditure, or possibly to give to family members, the drawdown lifetime mortgage (DLM) is a possible vehicle.