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Q and A tax: Latest lifetime transfer limits lighten the load

07:00 | 09 May 2008 | By Jeremy Pearson

New regulations on chargeable lifetime transfers have been backdated and will mean less form-filling for gift trusts, discounted gift trusts and whole life policies under trust.

Book Review: God Wants You to Be Rich, Paul Zane Pilzer

07:00 | 09 May 2008

The world was designed as a super-abundant place, with technology as the engine that delivers the greatest benefits to the greatest number.

Business class: Designers

07:00 | 09 May 2008 | By Sonia Speedy

Designers will appreciate advice that is both flexible and attentive to their often varied working patterns.

Network survival depends on changing role, survey says

01:29 | 09 May 2008 | By Iain Martin

Our latest survey of readers shows most agree that traditional networks will survive the retail distribution review but only if they take on the role of support service providers to answer the needs of the new breed of advisers. 

A great Côtes du Rhône that will stand the test of time

11:18 | 08 May 2008 | By Jancis Robinson

Introducing our new Wine of the Week column from the world-renowned wine writer, along with a chance to win an annual subscription to her own website.  

Qualifications ladder: Ann Eales

09:35 | 08 May 2008

With-profits X-ray: Aviva Stakeholder fund

09:27 | 08 May 2008 | By Guy Vanner, AKG

This fund’s prospects are good and its impressive ratings are driven by Aviva’s sound approach to managing financial risks.

Consultant view: Clarifying your proposition

07:00 | 08 May 2008 | By Phil Billingham

What are we for? What value do we add to the process? This is a key question at the heart of who we are and what we are.

FSA goals move into focus as RDR chief reaches half time

10:00 | 07 May 2008 | By Michelle McGagh

Customer agreed remuneration, higher professional standards and a marked distinction between sales and advice are among the key themes being pushed in the second half of the retail distribution review, says Amanda Bowe of the FSA.

New Model Memoirs: 21-25 April 2008

07:00 | 07 May 2008 | By Jeremy Robinson

Mortgages: Jumbo lending packages come off the table

07:00 | 07 May 2008 | By Lorna Bourke

More banks are cutting back on big loans and terms for the formerly much-courted high-net-worth client are worsening – yet another income stream for brokers is now running thinner.

Gadget of the week: Want to have glowing water?

07:00 | 07 May 2008

Hold or Fold?: Gartmore and Fidelity line up their European funds

07:00 | 07 May 2008 | By Tim Cooper

New video on Citywire: Advisers Unplugged

01:05 | 07 May 2008

Richard Gough of Cardiff’s Castle Court Consulting talks candidly about his career, mountain biking and Alistair Darling

Market tactics: Cash

10:13 | 06 May 2008 | By Tim Cooper

Are you being served: What a carry on at Windsor Life

07:00 | 06 May 2008

Cover Star: Parallel lives

07:00 | 06 May 2008 | By Mark Battersby

There’s something uncanny in the way that Julian Gilbert and Paul Cleworth’s lives and careers have converged. The founding of Wealth Matters in 2001 encapsulates their shared vision for a progressive financial planning business and builds on a long-held confidence they have in each other’s abilities.

Protection: New definitions have not boosted the critical illness industry

07:00 | 05 May 2008 | By Graham Harvey

Adviser insight: Critical about pension transfers

07:00 | 05 May 2008 | By Paul Steel

Much more care needs to be taken to focus on an individual's understanding and needs when deciding on pension transfers.

Q and A pensions: Only some small pots can be turned into gold

07:00 | 05 May 2008 | By Rachel Vahey

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