Tax & Regulation
EU regulator eyes shake up of passporting rules
Following an increase in firms offering cross-border services to retail clients across the bloc
Best Practice | 17 Nov 22
Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
‘Deep freeze’ and tax cuts mean bad news for IHT and CGT
Chancellor Jeremy Hunt unveils ‘balanced plan’ to cope with record inflation and cost-of-living crisis
UK government commits to ‘unsustainable’ pension triple lock
Calls for system to be assessed to find a ‘fairer way’ to raise the state pension
Just 15% of HNW Brits believe they should pay more tax
Chancellor Jeremy Hunt is likely to announce changes in the upcoming Autumn Statement

