Canada Life
IFAs not sold on Office of Tax Simplification’s IHT proposals
Only 19% believe they will have a positive impact if introduced
Will IFA acquisitions be scuppered by DB pension transfers?
Anything that represents risk and potential future liability will impact valuation and M&A deals
Best Practice | 31 Oct 19
What are the pension implications of raising children?
It could leave some struggling to afford to take the tax-free pension commencement lump sum
International bonds not the top tool for IFAs
While onshore would be more attractive if the bonds were linked to a desired investment platform
Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted