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Open Ended Investment Companies (OEICs)


14 February 2024
Case study: alternative wrappers in retirement
Other ways to provide a regular payment stream in retirement as an alternative to the traditional pensions that lots of clients rely on when they retire and why bonds can be a useful part of your client’s portfolio in planning for retirement

26 January 2024
Can a loan trust be used with collectives?
Whether or not a loan trust can be used with collectives

30 November 2023
Unit trusts, OEICs and investment trusts as trustee investments
When unit trusts, OEICs or investment trusts may be appropriate trustee investments - focused particularly on tax

13 November 2023
Discounted gift trusts and collective investments
Whether discounted gift trusts (DGTs) can be used with collective investments or if they are designed exclusively for insurance bonds

27 October 2023
Property funds - closures and gatings returns
Property funds, which are back in the news, with closures and dealing suspensions reappearing

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