Tax & Regulation
Advice firm loses high court challenge against FOS decisions
It ‘failed in its primary duty to properly advise on the suitability’ of pension transfers, Ombudsman says
£37bn IHT bill for Brits in next five years
More families will be ‘caught’ in the inheritance tax net due to allowance freeze
65% of SMCR investigations still open
Just two cases have resulted in penalties since the regime was introduced in 2016
Barrister owed no duty of care to film investors
After they were refused tax reliefs from HMRC
UK eyes extension to collective DC schemes
To include ‘decumulation only’ options, master trusts and multi-employer pots