TITLE

Performance and valuation for VCTs

AUTHOR(S)
Stodell, Hannah
PUB. DATE
September 2009
SOURCE
Money Marketing;9/17/2009, p8
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports on the new service offered by the Tax Efficient Review to assist Financial Independent Advisors (IFAs) with after-sales support for clients with venture capital trusts (VCTs) in Great Britain. The service includes automated VCT valuations and six-monthly single-page VCT performance reviews that will cost 50 pounds plus VAT per client annually. It indicates that the Tax Efficient Review is conducting a trial allowing IFAs to request a free VCT portfolio valuation for a client.
ACCESSION #
44677976

 

Related Articles

  • New-format guide to National Savings.  // Accountancy;Dec1983, Vol. 94 Issue 1084, p32 

    This article provides information on a new reference guide, Investing in National Savings, which is being sent to professional investment advisers in Great Britain, as of December 1983. The guide, produced in an entirely new format, includes a list of telephone numbers and addresses from which...

  • Split decision. Bamford, Nick // Money Marketing;3/25/2010, p58 

    The article presents the author's view on the advantages if given with two options when investment, which are the investment through financial services offered by a discretionary fund manager or the investment to be taken by a financial adviser.

  • IFA VIEW: Golden opportunity.  // Design Week (Online Edition);5/19/2011, p37 

    In this article, the author presents his views on independent financial advisors (IFA). The author says that the advisors will get credit for their work and also achieve business valuation reserved for product providers. He further states that the Retail Distribution Review (RDR) is taking...

  • Voting open for BDM of the Year 2007.  // Money Management;1/18/2007, Vol. 21 Issue 1, p8 

    The article offers information about the Business Development Manager Award for 2007 in Australia. It discusses that only financial planners are eligible to vote from the list of finalists wherein they will score them on a scale of 1 as the lowest and 5 as the highest. The finalists were rated...

  • Finance masters focus on corporate strategy, alignment with business objectives and analytic capabilities.  // Accountancy Ireland;Aug2008, Vol. 40 Issue 4, p101 

    The article discusses the report from Accenture regarding the characteristic of finance masters in Ireland. The report states that the characteristic of finance masters is their focus on strategy, alignment with business objective, capability development and selection of departmental initiatives...

  • New Web Threat Looms. Paikert, Charles // Financial Planning;Nov2013, Vol. 43 Issue 11, p44 

    The article discusses the potential impact of the emergence of low-cost, web-based financial advisory firms on traditional Registered Investment Advisors (RIA). According to Kevin Pohmer, advisor at Financial Guard, although people will continue to pay for well-informed, personalized advice,...

  • Mega-Millions? Meh. Coffin, Bill // National Underwriter / Life & Health Financial Services;May2012, Vol. 116 Issue 5, p8 

    The author reflects on the importance of saving in the U.S. He discusses how people were easily persuaded in gambling when the lottery reached its jackpot price to 656 million dollar payout. The author recognizes the people who luckily became millionaires through the lottery, however, advises...

  • Advice on the record. Hills, Samantha // Money Management;5/24/2012, Vol. 26 Issue 19, p18 

    The author discusses why financial planners must use Record of Advice (ROA). She mentions that ROA which performs function similar to the Statement of Advice (SOA) is typically shorter, more informal and has fewer content requirements. She states that ROA can be used in four occasions such as...

  • Finding a Financial Advisor. Haunty, Thomas A. // Young Lawyer;Oct2010, Vol. 15 Issue 1, p1 

    The article presents questions and answers related to financial advisors including what do they do, how do they charge for their service and on their selection.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics