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FAMR working group to recommend keeping ‘advice’ and ‘guidance’

The terms “advice” and “guidance” should be kept but come with an explanation of the difference between the two, the Financial Advice Market Review’s working group is set to recommend. Money Marketing understands the group’s report, which is due to be released in the next few weeks, will not call on the FCA to scrap […]

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FCA suitability review reveals advisers struggling with disclosure

Early findings from the FCA’s suitability review suggest many advisers are still struggling with disclosing their charges to clients in a way the regulator is happy with. Almost a year after the FCA requested 1,200 client files from 700 firms, the regulator has given individual feedback to firms on suitability and is aiming to publish […]

Who pays inheritance tax and how to declare it

By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays inheritance tax (IHT).  To recap, under current rules, any part of the estate that falls within the available nil-rate band (NRB), currently £325,000, is taxed at zero. Anything in excess of the NRB […]

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