investments
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April 4, 2017
How to Calculate Modified Duration
Fixed interest securities are also known as bonds, loan stock and even debt securities. In simpler terms, we know...
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November 15, 2016
Delving into the Detail of the Increased Stamp Duty Land Tax
As we all know, Stamp Duty Land Tax (SDLT) increased in April, for those people buying second and buy-to-let...
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October 18, 2016
Getting Used to Dramatic Changes in the Taxation of Dividends
This article discusses recent changes to the taxation of dividends. An example, showing the tax applicable to a discretionary...
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May 10, 2016
Mind the (Yield) Gap
Taking higher investment risk requires the reward of higher return; otherwise, who would ever invest in the riskier activities?...
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April 12, 2016
The Morality of Tax Planning and Avoidance
This article discusses the role of the financial planner in treading the fine line between mitigating tax effectively and...
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April 5, 2016
How the Inherited ISA Allowance Works in Practice
Having spent the last week looking at the AF5 April exam fact-find, it looks as if the inherited ISA...
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March 1, 2016
How to Put Your Hard Earned Tax Knowledge to Effective Use
Those of you studying for the CII R03 exam will inevitably learn a lot of facts and calculations to...
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November 24, 2015
Help to Buy ISAs – A Summary of the Main Features
In just one week’s time, on 1 December 2015, Help to Buy ISAs will finally be made available to...
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July 15, 2014
Undertakings for Collective Investment in Transferable Securities V
https://brandft.co.uk/ Learn how UCITS has evolved over the years and why. We also touch on a few points of...
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July 1, 2014
ISAs become NISAs and become even more flexible
https://brandft.co.uk/ What is changing as a result of Individual Savings Accounts (ISAs) becoming New Individual Savings Accounts (NISAs)? Read...
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May 20, 2014
Spread Betting
https://brandft.co.uk What is spread betting? An explanation of the derivatives product that caused some interest when it appeared on...
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April 15, 2014
Platforms
http://www.brandft.co.uk Flat fee vs percentage of assets under management, fees hidden in annual management charge, exit fees – it’s...
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July 9, 2013
The Greek Alphabet – Alpha, Beta and All That Jazz
Written by Tina Winter Back in the 1950s and 60s, an American academic by the name of Harry Markowitz...