September 2009
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Nucleus launches free capital gains tax calculator
Nucleus Financial, the IFA-owned and controlled wrap proposition, has launched an online capital gains tax (CGT) calculator for its business platform.
The new tool allows IFA members to easily ascertain both the actual and expected capital gains tax for their clients with statements of estimated and realised capital gains. The ‘estimated …
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Continued adviser interest in income evidenced by record turnout at Cofunds PLATFORM conference
Adviser demand for information on income was evidenced by a record attendance and an uplift in turnout of over 25%, at a recent ‘generating income’ platform conference hosted by Cofunds, the independent platform for financial planning.
Daniella Johnston, marketing communications manager at Cofunds said, “That yesterday’s conference saw such a great …
Sesame calls for lenders to step up service levels as adviser complaints surge by 64 per cent in first half of 2009
Sesame has reported a 64 per cent leap in adviser complaints about lender service and practices in the first six months of 2009 compared with the second half of 2008. John Cupis, Sesame Managing Director, Mortgages and General Insurance, says that the difficulties mortgage intermediaries are facing in sourcing deals …
