RSS Feed

Investment Trusts

Parents urged to give children the best financial start in life this Christmas

Barbie Princess Genevieve, Street Gliders and Star Wars Transformers are among the top most wanted children’s toys this Christmas and may cost parents a one-off sum of around £50. Alternatively, popular presents such as Apple’s iPod Shuffle and iPod nano will cost around £55 and £100, respectively. As parents think about Christmas present wish-lists and succumb to “pester power” to buy the latest toys and gadgets, JPMorgan Asset Management (JPMAM), the leading provider of investment trusts, says an alternative gift a child can receive is to be set up financially for a good start in life.

Zurich announces new addition to its trust range

Following a comprehensive review of its trust proposition, Zurich, through its investment brand Sterling, has now launched another new trust to give intermediaries and their customers more choice for inheritance tax (IHT) planning.

Standard Life urges individuals to review their trusts

Research carried out by Standard Life has revealed that only 17% of individuals have taken advantage of the estate planning benefits of trusts, with 82% still leaving their assets outside this important wrapper.

New Star Tri-Star Unit Trust now on Skandia multifunds platform

New Star’s Tri-Star Unit Trust, which offers exposure to commercial property, bonds and UK equities in one fund, is now available via Skandia’s life, pension and fund supermarket fund ranges.

Investment company children’s saving schemes

The countdown to Christmas is underway, but whilst children’s savings schemes are unlikely to become this season’s kids must haves, they will certainly be remembered long after all the toys have been put away.

Alliance Trust acquires venture capital company

Alliance Trust PLC, the largest generalist investment trust company listed on the London Stock Exchange, has acquired venture capital investment company Albany Ventures in a move that will broaden the company’s investment expertise by bringing on board a highly experienced private equity team.