The Government collected 3.3bn in inheritance tax revenue in 2005/06 and that could rise to 3.6bn over the current financial year, according to data from Halifax. It says there has been a 49 per cent increase in IHT revenue over the past five years.
SimplyBiz is offering a retirement planning scheme for members which it says will work along similar lines to an annuity. The exit strategy programme, called Stepping Out, will marry retiring members with another member firm that will take over their book of business and its renewals. SimplyBiz will pay members 70 per cent of the […]
WPA is doubling its discount for health and dental plans bought online from 10 per cent to 20 per cent. The discounts apply to premiums quoted for Providential, mini-cashplan and XS health as well as flexible health, flexible health freelance and professional health PMI plans.
My firm’s FSA fees are too high and the reporting structure is impenetrable
Over the past two, three, five and 10 years, UK equity income funds have outperformed UK growth funds and only over the past year have growth funds marginally outperformed the average income fund.
As the Pensions Regulator starts to bare its teeth and the changes mentioned in the Budget and Queen’s Speech start to come into force, it is essential that you understand your scheme and the processes you need to undertake to ensure it remains compliant. Our second re-enrolment guide looks at how to audit the key areas of your auto-enrolment scheme.
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As the outlook for the UK’s economy remains uncertain, how can advisers prepare portfolios for any change in inflation? As higher inflation fails to appear on the horizon and wages grow faster than expected, fund managers are weighing up their portfolio moves for any potential changes in the economy. The UK consumer prices index rose […]
IFA directors Kevin and Cheryl Neal have been banned from being company directors by the Insolvency Service for six and four years, respectively. The married couple ran the now-defunct Hertfordshire-based Kevin Neal Associates Wealth Management. They were disqualified for taking assets from an insolvent company. The firm had been incorporated to take over the business interests […]
Hartley Pensions has bought the “untainted” assets of the Lifetime Sipp Company, which went into administration earlier this year. An update published today on the website of Lifetime’s administrators Kingston Smith & Partners says Hartley Pensions has also agreed to administer the tainted Sipps held by Lifetime Sipp. The administrator described tainted assets as those where […]