ASSET MANAGEMENT NEWS

28 Oct 14
London Milken Summit 2014. Europe: Still at a Crossroads.

Our Executive Chairman, Howard Shore spoke yesterday at the London Milken Summit 2014. The topic was Europe: Still at a Crossroads. Uncertainty about Europe's economic future is starting to look like a permanent condition. The hard data suggests that a return to pre-crisis activity remains elusive,

ASSET MANAGEMENT NEWS

09 Oct 14
Listings Flood Dwindles to a Trickle as Choppy Trading puts off Investors

Despite a flood of flotations earlier this year the appetite for companies to list this year is waning. Despite London breaking records for the recent flood of company flotations, the listings year is expected to “end with a whimper”, according to new forecasts by PwC.   Th

ASSET MANAGEMENT NEWS

09 Oct 14
Aim’s Biggest Champs Flock to Old Billingsgate for PwC Awards Night

It was the heroes of the junior market’s turn for a night on the tiles last night, as the annual PwC Aim awards descended on Old Billingsgate. Team Shore Capital were there in force as sponsors of the transaction of the year award. The excitement of the gongs aside, it had been quite the da

ASSET MANAGEMENT NEWS

29 Sep 14
Relief from IHT

Inheritance tax planning can be highly emotive but using carefully planned strategies, including Business Property Relief, they can be confronted, says Hugh Rogers, director, Puma Investments. See full article here in Professional Paraplanner online  

ASSET MANAGEMENT NEWS

17 Sep 14
Know Your Client

“Know Your Client” remains a key focus of regulators - Jon Gerty, Head of Compliance at Shore Capital, considers the implications of an investment firm’s duty to know its client and the consequences of not getting it right. Introduction UK financial services firms and companies s

ASSET MANAGEMENT NEWS

30 Aug 14
Retail Strategy - Rule One: Don't forget the punter

The announcement of Philip Clarke's pending departure from Tesco was melancholy  for all concerned and it must be hoped that his career is characterised by forty years of great achievement with the company rather than the challenges it faced in more recent times. Mr Clarke's departure brings n

ASSET MANAGEMENT NEWS

17 Apr 14
Avoiding Landmines: Tips to Consider When Choosing a VCT

With less than a month to go until the end of the tax year, this is probably the last chance for another year for your clients to select a venture capital trust. There is a vast array of VCT options available so what should advisers look for and what does the sector offer to best meet specific clie

ASSET MANAGEMENT NEWS

03 Apr 14
3 VCTs for Enjoying Tax-Free Returns

ASK THE EXPERT: Harry Driscoll of Chelsea Financial Services explains why VCTs can be so attractive, and offers some ideas for investors interested in this area   Holly Cook: Welcome to the Morningstar series Ask the Expert. My expert today is Harry Driscoll, he's a senior research analyst a

ASSET MANAGEMENT NEWS

30 Mar 14
Tax Efficient Investing

This included changes to pension access, with no need for an annuity and the introduction of the New Isa (Nisa). But at the same time he emphasised a crackdown on tax avoidance, which is estimated to bring in £4bn in tax receipts, including “action to curb potential misuse of the EIS and

ASSET MANAGEMENT NEWS

27 Feb 14
Brave New World

Lawyer Eliot Kaye wanted to get ahead, so he made a sideways move into investment and accelerated his career. See full article here on Puma Investments webiste

ASSET MANAGEMENT NEWS

27 Jan 14
What's the Outlook for the VCT market in 2014?

Eliot Kaye speaks to AIC about the outlook of the VCT market See full interview here on Meidazone website  

ASSET MANAGEMENT NEWS

17 Nov 13
A Pension Alternative that Boosts Returns by 30pc

Savers worried about landing a big tax bill on their pension savings have been urged to tax-proof their retirement pots. The threat of tax raids on pensions looms large for hundreds of thousands of investors, who must quickly find alternative ways to save or face a shock bill. From April, the tota

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