QB Partners
Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
Advisers look for certainty as pension transfer flux continues
As the Financial Conduct Authority (FCA) finalises its policy paper on defined benefit (DB) pension transfers, experts hope it will bring some certainty to an industry that has been in a constant state of flux since 2015.
Best Practice | 23 Feb 18
How new Isle of Man pension freedoms differ starkly from the UK
The Isle of Man budget on 20 February introduced the concept of pension freedoms to the island’s pensions legislation, setting out some stark differences to the already established UK rules.
Qrops name dropped in Isle of Man rebrand
Isle of Man-based The Qrops Bureau has rebranded as QB Partners to reflect the broader scope of technical support it offers to financial advisers and product providers.
Best Practice | 24 Oct 17
Analysis: Regulatory scrutiny keeping UK advisers on their toes
Advisers must stay on the ball as the UK regulator continues to tweak pension transfer rules in an attempt to get a handle on this rapidly evolving sector.