Tax & Regulation
FCA warns IFA over DB transfer advice
Advice given to customers, including members of the British Steel Pension Scheme, was ‘not compliant’
How ongoing suitability review costs are plaguing advice firms
Companies are considering strategies to manage their lower-value clients
Tax avoidance promoter crackdown in the UK
Government unveils proposals to make failure to comply with a stop notice a criminal offence
Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
24% rise in number of inheritance tax payers
Frozen thresholds will lead to more ‘record breaking numbers in the years to come’