United Kingdom
Best Practice | 7 Jun 23
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
HMRC orders two firms to stop selling tax avoidance schemes
Companies face £100,000 fine if they fail to comply with the UK taxman
Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions