The Isa annual allowance will rise in line with the September retail price index for the preceding tax year.
Macquarie Group has appointed Michael Hawker to its board.
Capital Asset Management chief executive Alan Smith says he wanted a different approach to advice and transformed his business so clients can now engage with and understand the process. Report by Cherry Reynard
The Government is ready to sign three new tax information exchange agreements with Dominica, Grenada and Belize.
Former Standard Life Savings chief executive Geoff Towers is leaving the group at the end of March. Towers moved into the role of category director, established affluent in January.
Content supplied by Natixis Global Asset Management This video from Natixis Global Asset Management focuses on Active Share. One strategy for the smarter use of equity investments is ensuring you get what you pay for. According to the company, looking at Active Share can give you a better perspective on where performance comes from. Active […]
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A majority of independent financial advisers think there should be a single rate of tax relief according to this week’s Money Marketing poll. More than 120 advisers took part in the poll with 77 in favour of a single rate of tax relief, 39 against and six undecided. Yellowtail Financial planning managing director Dennis Hall […]
The FCA has issued a warning over ‘commoditised’ defined benefit pension transfers running the risk of unsuitable advice. In a letter sent to advisers holding pension transfer permissions, the regulator reminds planners that a “key area” of its focus is on pension transfers, and that it will later this year be contacting all firms to […]
Problems look set to arise for pension schemes operating relief at source