HMRC kill superclean funds?
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform and asset management land this year. You can read full details of the judgement here. If you are a fan of platforms you’ll understand and […]
HMRC kill superclean funds?
Today’s announcement that, in the view of Judge Thomas Scott, HMRC have been incorrectly treating fund rebates as taxable could well be one of the most significant changes to platform and asset management land this year. You can read full details of the judgement here. If you are a fan of platforms you’ll understand and […]
STAT ATTACK! The lang cat’s Q4 2017 advised platform market scorecard is out now.
Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector, affecting, by our estimate, £464bn (89%) of AUA. By disruption we mean a major business change event such as a technology upgrade/move, floatation or sale […]
STAT ATTACK! The lang cat’s Q4 2017 advised platform market scorecard is out now.
Terry Huddart summarises the lang cat’s findings from the new edition of its advised Platform Market Scorecard A massive period of disruption is underway in the UK advised platform sector, affecting, by our estimate, £464bn (89%) of AUA. By disruption we mean a major business change event such as a technology upgrade/move, floatation or sale […]
Our thoughts on the Standard Life / Phoenix announcement
Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of the zombie insurers, took me by surprise and to be honest I’m still working out what I think about it and what the consequences will be (of the disposal, not of me thinking; usually the […]
Our thoughts on the Standard Life / Phoenix announcement
Well, now. This has been a tricky one. Standard Life Aberdeen’s disposal of its life business to Phoenix, king of the zombie insurers, took me by surprise and to be honest I’m still working out what I think about it and what the consequences will be (of the disposal, not of me thinking; usually the […]
I would have got away with it too if it wasn’t for those meddling KIIDs
The cat is officially out of the bag (not that we condone cats being in bags). One of the changes ushered in at the start of the year by the beast that is MIFID II is the requirement for fund groups to disclose the additional transaction costs that are charged to their funds, on top […]
I would have got away with it too if it wasn’t for those meddling KIIDs
The cat is officially out of the bag (not that we condone cats being in bags). One of the changes ushered in at the start of the year by the beast that is MIFID II is the requirement for fund groups to disclose the additional transaction costs that are charged to their funds, on top […]
MIFID reality check
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small matter of the implementing MIFID II. For a lot of folk this was a huge project, described to us yesterday by someone who had lived […]
MIFID reality check
So, happy new year and all that. First full week back. Yay. Whilst everyone was off eating/drinking/bravely battling #manflu (delete as appropriate) the investment industry got on with the small matter of the implementing MIFID II. For a lot of folk this was a huge project, described to us yesterday by someone who had lived […]
