The R03 personal taxation exam has the lowest pass rate of all the R0 papers. What are the key hurdles to overcome?
Fidelity is continuing to overhaul fees across the firm, with its China Special Situations fund the latest to switch structure. The company is removing its performance fee and current fixed annual charge in favour of a new variable management fee, effective from 1 July. Fidelity says this will reduce the current headline annual fee of […]
Judges have questioned the FCA over why it chose to pursue a junior trader rather than going after more senior staff in its Libor-rigging probe. An Upper Tribunal ruling yesterday poses challenges over former UBS trader Arif Hussein’s pursuit by the regulator. The ruling describes Hussein as “relatively junior” and says he only took part in […]
Levels of merger and acquisition (M&A) activity have historically moved with the stock market. Zach Chadwick, an analyst within the J.P. Morgan Asset Management UK equity team, looks at how this cycle has been no exception and discusses some common behavioural biases.
You may have clients holding UK and international bonds, both of which are subject to income tax under the chargeable events regime. With an international bond, investors benefit from growth that is largely free of tax as no UK tax is imposed on the income and gains in the underlying funds. However, under a UK […]
- Top trends
- Top trends
- How much are advisers charging for pension transfers?
- IFS director: Inheritance increasingly determines wealth in UK
- Nick Bamford: Re-platforming problems exposing the dinosaurs
- Advisers question SimplyBiz membership amid rising costs and declining offerings
- Aegon starts payouts to customers over Cofunds issues
News and expert analysis straight to your inboxSign up