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CFP®, CERTIFIED FINANCIAL PLANNER(cm) and ![[CFP trademark]](../images/cfp_trademark.jpg)
are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB. |
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Technical information
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| Technical Update |
| This issue: Japan v the US and gilt returns |
| 20/11/2008 |
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| SINGLE PREMIUM BONDS (SPBs) AND FINANCE ACT 2008: SOME “TAX” THOUGHTS |
| IFP has received a useful article covering the implications of the Finance Act 2008 for Single Premium Bonds, in particular, a look at the implications for non-domiciled individuals. It is based on the author Malcolm Finney’s forthcoming book and gives some useful “tax thoughts” on the use of SPBs. |
| 18/11/2008 |
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| Justin's Commentary - Blowing the Tanks |
| It feels a bit like the scene in that iconic German film “Das Boot” when the submarine commander orders all the tanks to be blown in a vain effort to try and stop the damaged U-boat from sinking. One by one all the levers are pulled and one by one their effect is negated by the weight of the sinking vessel. |
| 18/11/2008 |
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| Skandia’s Selestia Investment Solutions new business – online submissions |
| Skandia’s Selestia Investment Solutions is an investment platform that delivers real efficiencies and outstanding value for money – for both you and your clients. Taking another step to ensure that we provide the fastest and most accurate processing solution, Skandia is asking that new business applications submitted for the Selestia Investment Solutions investment platform from 1 January 2009 are done only online. |
| 14/11/2008 |
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| A Thesis Asset Managment view of the market |
| Welcome to November’s issue of TheView. In this month’s edition, Michael Lally’s ‘OurView’ reflects on the recent events in America and the knock on effects the changes might bring in the coming months. Giles Marriage looks back on October’s Markets and examines why it was one of the worst months on record, despite recent interest rate cuts. Our investment managers give us their future predictions on market sectors in the Market Outlook section and Steven Richards takes us through the Optima portfolio performances. |
| 11/11/2008 |
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| Justin's Commentary - "If you go down to the Woods (Bretton) today you are sure of a big surprise" |
| This week the meeting of the “G20” in Washington on the 15th has the opportunity to be an extremely important event. Although some have tagged it as the opportunity to create a new “Bretton Woods” international agreement for a new financial world order, the reality is going to be considerably less but nonetheless the meeting is still going to be vital. |
| 10/11/2008 |
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| Justin's Commentary - Who Needs Gunpowder? |
| In 1605 Guy Fawkes wanted to destroy most of the English establishment and its parliament along with its new Scottish King, James VI, with some good old fashioned
gunpowder. |
| 04/11/2008 |
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| JP Morgan - Weekly Strategy Report |
| Global Multi-Asset Group – Weekly Strategy Report |
| 03/11/2008 |
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| A Thesis Asset Managment view of the market |
| Asset allocation changes: Calling the bottom of a bear market is almost impossible, but given the scale of the first rebound (ie usually around one third of losses recouped), then missing by a reasonable margin should cause only very short term pain. |
| 29/10/2008 |
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| A threesixty view on the Basic Principles of Inheritance Tax |
| Inheritance tax (IHT) can be a highly complex area of financial planning but, for the majority of clients, it is
usually possible to mitigate the effects of the tax with quite straightforward arrangements. There are many misconceptions around IHT with many people thinking that it is a tax which applies only to the very wealthy
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| 27/10/2008 |
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