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Technical articles | 01 Jan 2009
In the 2008 calendar year the headline decline in the FTSE 100 was 31.3%, its biggest calendar year fall since the FTSE was born at the start of 1984. The broader FTSE Actuaries All-Share recorded a drop of 32.8%, its largest loss since 1974 - the year of the three-day week.
Legal digest | 01 Dec 2008
Pegasus Management Holdings SCA and another v Ernst & Young (a firm) and another: First instance (summary judgment) 11 November 2008. Mr Bradbury (the second claimant) received tax advice from Ernst &Young (E&Y). In April 1997 he sold his electronics business for a sum exceeding $150m. The consid...
Technical articles | 01 Nov 2008
These are unprecedented times for financial markets. Global financial markets have been terrifyingly volatile over the past couple of months and institutional and retail investors alike have been reducing their exposure to risky assets. Despite the bounce in major stock markets from an extr...
Technical articles | 01 Oct 2008
John Woolley and Tony Wickenden argue the importance of taking a balanced approach to the choice of investment wrapper.  There has been a lot of comment about the most tax-effective means of investing in the light of the Government's changes to capital gains tax (CGT), which took effec...
Technical articles | 01 Oct 2008
Kevin Pratt looks at how western insurers are deepening their involvement in burgeoning Asian economies.
Technical articles | 01 Oct 2008
Dave Butler says cool heads should prevail when assessments are made of the commercial property sector.  For many advisers the commercial property sector has become a no-go area.  Falls in the capital values of direct property funds have continued, following the downward movements...
Technical articles | 01 Oct 2008
Gary Reynolds takes issue with Keith Robertson's series of articles in Financial Solutions on determining investment strategies to suit particular clients.  My company makes further study an integral part of its staff development programmes.  Our advisers are expected to study for...
Technical articles | 01 Oct 2008
The issue of investor compensation has suddenly come to the fore. While the official UK limit remains at £50,000, and the Chancellor has studiously avoided committing himself to a 100% cover, the chances are that, for now, no retail investor in a UK bank will be allowed to lose money.
Technical articles | 01 Oct 2008
Traditional asset classes have been on a rocky ride over the last 18 months. Equities have been dogged by global growth fears, commercial and residential property have suffered from a shift in sentiment, and lingering concerns about a slowdown in the global economy have all taken their toll...

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