Tax & Regulation
FSCS investigating advice firm with Portugal links
Company advised on and arranged pension transfers into the Trafalgar Multi Asset Fund
Best Practice | 30 Jun 22
International inheritance and succession network hits the market
It will help individuals, family offices and advisers manage the complexities of cross-border planning
UBS to pay $25m to settle fraud charges
Bank failed to share data with advisers and clients about significant risk in a ‘complex investment strategy’
How advisers can prepare for Mifid II changes
They will look to improve client suitability assessments
Alarmed FSCS says bad advice responsible for 80% of claims
Tackling the problem can ‘sustainably reduce the levy over the long term’