Tax & Regulation
Duo face bans and £1.3m fine over pension transfer advice
They have referred the FCA decision notices to the Upper Tribunal
Demand for tax-effective investment advice set to surge
But 39% of advisers do not routinely explain the benefits of tax efficiency on investments
IHT penalties increase by 34% in a year
HMRC ‘don’t hold back where they suspect inheritance tax has been underpaid’
Calls for judicial review into FCA as investment trust sector faces extinction
Cost disclosure regulation has been called ‘illegal and irrational’ amid an ’emergency situation’ for investment companies
South African regulator to revamp trustee e-learning platform
First set of modules will be launched in September 2023