Publications

Gain insights into topical issues through our wide range of CPD-accredited publications.

Business property relief: an essential financial planning solution - case study Content only accessible to registered users

September 2014

Defaqto has seen steadily increasing use from financial advisers in tax shelter investing over the past few years. Venture capital trusts, enterprise investment schemes and BPR are now in the process of becoming mainstream product solutions for adviser clients.

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A Guide to Outsourced Investment Solutions Content only accessible to registered users

September 2013

Following the service proposition reviews necessitated by the Retail Distribution Review, many firms now face a decision on whether to outsource their investment process. This guide will help advisers identify the options available and decide which solution is best suited to the needs of their business and clients.

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A Guide to Target Date Funds Content only accessible to registered users

June 2013

Target Date Funds are beginning to emerge in the UK as a viable long-term savings solution. This guide will help advisers understand the main points of fund research, due diligence and management. It also examines TDFs in comparison with other established long-term asset management solutions.

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Discretionary Managed Portfolio Services - Case Study - 2013 Content only accessible to registered users

March 2013

Our case study on discretionary Managed Portfolio Services provides a valuable benchmark for advisers undertaking due diligence on any discretionary proposition.

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