Tag CloudAdvisers Applications Birmingham Bonds Clients Cofunds Cofunds Pension Account Commission payments Conferences CPA Easy-to-use Economic Forum Events Fees Financial planning tools FSA Fund managers Funds Guest blog Improvements Income Investment opportunities ISAs ISO20022 Latest news Model portfolios Multi-Manager Pensions Platform Pricing Proposition RDR Re-registration Research centre Retirement SIPPs Support Tax Year End Technology UK Equities Update User experience video Website What do you think?
Tag Archives: Support
Help is at hand this tax year end
Moira was right, tax doesn’t have to be taxing, but it can severely try your patience when trying to engage clients in tax year end investment conversations with confidence in equities as low as it is at the moment – it must be like nailing jelly to a wall. So in response to your comments and suggestions we’ve produced a brand new Tax Year End web page.
It contains the ISA Support Kit, showing you how to create professional, tailored mailings to your clients, encouraging them to make full use of their ISA limits this year and next.
View from the CEO: Martin Davis on helping you excel through RDR
I’m sure you don’t need me to tell you that the RDR deadline is now less than a year away, and in the remaining months, the challenge for us all is to make final preparations to reshape our businesses so that they’re best placed to prosper in 2013 and beyond.
How are we helping you benefit from the opportunities?
How does VAT affect you in the transition to fees?
With the move from commission to fees coming next year – how will VAT affect you in this transition?
Following the popularity of our recent technical workshops, earlier this month we invited Grant Thornton’s tax expert Dean Jefferies to host an online webinar on ‘VAT and the RDR’.
Using the postal service this Christmas
With Christmas fast approaching, we just wanted to give you a seasonal reminder of the deadlines for those with app forms and/or documentation which need to be sent before Christmas.
Help and information is available during the holiday period
With the holiday season just around the corner, we’ve a range of support available for you throughout the festive break.
You’ll find a wealth of information available on the web, so you can buy, switch and sell collective investments online. Check out the ‘How do I?’ section of the website for further information.
VIDEO: Thames River’s Gary Potter on Income
Thames River’s Fund Manager, Gary Potter, explained at our Investment Forum last week why a strategy of picking highly diversified, non-correlated assets is one way to generate a steady income.
You can see more on his investment philosophy with the short highlights video below.