Wednesday 24 February 2010
Savers are losing our by not utilising their ISA allowance
The Yorkshire and Clydesdale Group have found that savers have lost a total of £13billion by not using their ISA allowances over the past eleven years! Read more about ISAs by clicking on the link...
Northern Rock to lose 100% deposit guarantee
The removal of the 100% guarantee will take place on 24 May.
Tuesday 16 February 2010
Tax schemes too good to be true?
The new edition of the HMRC 'Spotlights' publication includes an article on loss relief schemes that in HMRC's view do not have the intended effect. Individuals considering investing in these schemes need to be aware that the relief claimed may be challenged and repayments withheld.
Coporate bonds and Gilts available on the London Stock Exchange
The London Stock Exchange (LSE) launched a new electronic order book for retail bonds on 1 February.
Private investors can now see on-screen prices for bonds and deal in increments of £1 for gilts and £1,000 for corporate bonds. The idea makes bond dealing much the same as share dealing for the individual investor.
Initially the system only offers 49 gilts and 10 corporate bonds (3 of which are from BT) with further bonds, specifically tailored to the retail investor, expected soon.
Private investors can now see on-screen prices for bonds and deal in increments of £1 for gilts and £1,000 for corporate bonds. The idea makes bond dealing much the same as share dealing for the individual investor.
Initially the system only offers 49 gilts and 10 corporate bonds (3 of which are from BT) with further bonds, specifically tailored to the retail investor, expected soon.
Monday 8 February 2010
Fidelity becomes the first UK asset manager on Facebook
Last week, Fidelity launched its Facebook page in an effort to increase communication with existing and potential investors. The page - www.facebook.com/fidelityuk - will offer tips from investment advisers as well as exclusive offers on funds and tools to help manage portfolios. Webcasts and events to be held in the future will also be promoted.
Re Financial Planning Limited has had its Facebook Group set up for many months now, and it is heartening to see investment houses following suit. As time goes by and technology and online media becomes more and more the norm, it offers an opportunity to reach people that traditionally would not have thought about their financial planning and ensures that a wider audience has access to the information that affects their own personal finances.
Search Re Financial Planning Limited on Facebook and join up now!
Re Financial Planning Limited has had its Facebook Group set up for many months now, and it is heartening to see investment houses following suit. As time goes by and technology and online media becomes more and more the norm, it offers an opportunity to reach people that traditionally would not have thought about their financial planning and ensures that a wider audience has access to the information that affects their own personal finances.
Re Financial Planning nominated as IFA of the Year by Citywire!
Everyone here at Re Financial Planning was delighted to learn that we had been shortlisted to receive the prestigious IFA of the Year award at the recent Citywire Annual Conference. Will Greenwood, former England and Harlequins rugby player, was on hand to help dish out the awards. Unfortunately, we were just pipped to the post! Disappointing though it of course was, this only gives us even more motivation to go back and bring home the trophy next year!
The conference itself was very interesting, with former Monetary Policy Committee member David Blanchflower speaking about his views on the economy: what has happened and what we can expect next.
The conference itself was very interesting, with former Monetary Policy Committee member David Blanchflower speaking about his views on the economy: what has happened and what we can expect next.
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