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TAVISTOCK GROUP PLC (“Tavistock” or the “Company”)

Proposed acquisition of Standard Financial Group plc
Placing of 135,000,000 new Ordinary Shares at 2 pence per share
Open Offer of 30,455,624 new Ordinary Shares at 2 pence per share
Notice of General Meeting
Admission of the Enlarged Share Capital to trading on AIM

Tavistock Group plc is pleased to announce that it has entered into a conditional contract for the purchase of Standard Financial Group Limited, the holding company of a financial advisory business which operates predominantly through its regulated subsidiary, Financial Limited (“Financial”).

The acquisition, which is subject to change in control approval from the FCA and approval from shareholders, will create a top ten advisory group with over 300 financial advisers across the UK and 65,000 clients. The combined group’s turnover will be over £30m and assets under advice are projected to grow from the current £400 million to over £3 billion.

Trusts and life assurance

Graeme Davidson, Technical Support Specialist at Bright Grey

Trusts can play an important role in life assurance and inheritance tax planning. So it’s important to be aware of the main types of trust we use in the financial services industry and how they’re taxed under current legislation.

The most commonly used are absolute or bare trusts and discretionary trusts.

Let’s look at each of these in turn.

A valuable addition to the Zurich Intermediary Platform

With the addition of Zurich Investment Life Cover, Zurich can help link a valuable protection plan to clients’ portfolios.

Zurich believe the plan could provide extra peace of mind to clients who are considering investing in the stock market but are worried about exposing what could be a substantial proportion of their assets to market volatility.

Exclusive Purchased Life Annuity (“PLA”) with return of fund on death

Westminster Purchased Life Annuity "Purchased Life Annuities have just got better"

Increasing Certainty On Capital

Stock market performance in 2013 was strong with the FTSE-100 enjoying its best year since 2009 gaining 14.4% and forecasters are now predicting it will break its all-time record of 7,000 and push on throughout 2014.

But advisers will be well aware that one year of strong performance on the stock market is not enough to deliver certainty for pension savers and that the risks of volatility to clients’ capital remain very real.