Office of Tax Simplification report could trigger the biggest upset in estate planning for years If you think the biggest threat to inheritance tax planning is posed by Jeremy Corbyn and a possible Labour government, think again. The Conservatives are taking a long hard look at IHT and their aim is simplification. The Office of […]
The City of London Police has launched a criminal investigation into Kingsbridge Asset Management over allegations of fraud. In 2015, Kingsbridge advisers David McKee and Kevin McMenamin were thrust into the spotlight after reports they earned more than £5m from recommending film scheme investments worth a total of £100m to some of the biggest names […]
MPs are concerned the cold call ban is unlikely to protect consumers and their pensions from unregulated introducers who do face-to-face marketing. Yesterday the Financial Guidance and Claims Bill, which bans pension cold calls, received Royal Assent and is due to be effective from June. But the work and pensions select committee led by chairman […]
Rebranding your business is a big decision that should not be taken lightly but it can provide the fresh start some firms need. Here, three advisers share their experiences. Consulting a specialist Telford Mann was originally the financial planning arm of an accountancy firm, but was forced to change its name from Moore Stephens Financial Services […]
What are the signs to measure a client’s fatigue to volatility?
- Top trends
- Top trends
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- Paul Lewis: Financial advisers and journalists are one and the same
- How much are advisers charging for pension transfers?
- Henry Tapper: ‘We’ve really made a mess of DB transfers’
- Ian McKenna: Where the Standard Life/Phoenix deal could fall down for advisers
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