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WHAT YOU NEED TO KNOW

Property fund suspensions

The UK property fund sector as a whole is facing challenges due to the coronavirus pandemic, with many funds’ independent valuers advising they are unable to accurately value the properties within the portfolios. As a result, a number of UK property fund providers have temporarily suspended dealing in their funds. This means that all activities involving these funds, such as switching,  taking money out or putting money into them, have been stopped until the suspensions are lifted. Find out what this means for your clients’ investments.

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LF WOODFORD EQUITY INCOME FUND - SUSPENSION UPDATE: SECOND PAYMENT BEING MADE

We have received the second capital payment from Link Fund Solutions Limited (LFS), equivalent to 19.9% of the fund value (as at 10 March 2020). Because money has been released from the fund, you may notice your client’s fund value has fallen accordingly. We are in the process of allocating payments to your clients, in line with their holdings in the suspended fund. Once completed we’ll be writing to you and your clients to confirm the amount allocated.

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Shattering preconceptions and seeing offshore bonds in a new light

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Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should… 30 Oct 2019
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ACHIEVING TAX-EFFICIENT WITHDRAWALS USING AN OFFSHORE BOND

Offshore bonds can be powerful solutions if used in the right way. Rachael Griffin explores the top… 23 Oct 2019
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Understanding the real benefit of ‘gross roll-up’

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How you can help to simplify your clients' ongoing tax and reporting obligations

When building a financial plan for your clients, any ongoing tax and reporting obligations are an… 04 Sep 2019
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