Two thirds of advisers involved in family bust-ups over IHT
Planning more contentious than estate settlement
Downing
-
-
Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
-
PEOPLE MOVES: Goodhart Partners, Downing, AXA IM, BlackRock
Double appointment at Goodhart Partners
-
Majority of advisers interested in specialist IHT support
Only half (52%) believe their firm is ‘very experienced’ in IHT planning
-
Advisers eyeing rising Business Relief demand as IHT squeeze nears
Research carried out on behalf of asset manager Downing
-
Analysis: Are fortunes improving for multi-asset funds?
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
-
The asset allocator diary: Simon Evan-Cook
A week in the life of Simon Evan-Cook, fund manager of VT Downing Fox Funds
-
Three quarters of advisers say client requests driving investment decisions
Just over half (52%) said they switch investments because of performance
-
Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
-
Downing’s Evan-Cook: How advisers can tackle the dual threat from AI
The fund manager deals with the elephant in the room
-
Sector in review: IA North America
Adam Lewis looks at whether investors should be placing their faith in US companies
-
Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look