Tax & Technical
Over 65% of contingent charging DB clients transferred pension
‘Strongest evidence’ of the potential for bias when an adviser gets paid more if transfer goes ahead
Which asset could help minimise IHT liabilities?
People could get back as much as 25% of the payable tax
UK watchdog takes aim at 133 EEA firms
13 have seen their business restricted and 120 will be removed from ‘regulatory perimeter’
Could ‘mystery shopping’ solve the advice sector’s problems?
Bad players could be identified before things get out of hand
Pension tax relief mixed messages ‘damage confidence’
As Treasury backtracks on reports lifetime allowance will be cut