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Canada Life welcomes HMRC’s DOTAS legislation

“HMRC’s tax guidance provides welcome clarity around the use of mainstream estate planning solutions, such as flexible reversionary trusts,” says Sean Christian, MD & Executive Director – International Businesses, Canada Life International. Sean Christian said: “The new Disclosure of Tax Avoidance Schemes (DOTAS) legislation enables HMRC to crackdown on aggressive tax avoidance schemes, while the […]

Dennis Hall
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Dennis Hall: Advisers can all too easily embarrass their clients

I recently experienced an uncomfortable encounter, which led me to take a more difficult path than some of the easier options available. It followed several months of kicking the tyres on various back-office and customer relationship management systems. Most meetings with software providers left me feeling uninspired. You know how it goes: there is the […]

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Moneyhub signs integration deal with Intelliflo

Technology provider Moneyhub will now use Intelliflo’s application programming interface for its advisers. Integration onto the API will allow for advisers to access real-time information of client’s managed pensions and investments. Advisers will also be able to link investments they manage and see clients’ spending and savings patterns. The Big Interview: Moneyhub chief executive on […]

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