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Profile: Fidelius chief: FSCS levies should be based on risk

Fidelius chief executive on picking the right industry battles and building advice firms from scratch Fidelius chief executive Jim Grant bought his first advice firm in 1996, so he is used to the regulatory quirks of the UK financial services industry. Take the holy grail of “what good looks like”. It is a source of frustration for […]

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Trade body calls for suspension of Priips KIDs

An investment trade body has called for the new key information documents to be suspended calling them “systematically flawed” because of their reliance on past performance as a basis for future projections. The Association of Investment Companies also wants the Treasury select committee to launch an enquiry into KIDs because of what it sees as […]

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Brexit fears over third of EU assets managed in UK

European savers continue to entrust the UK’s asset managers with their investments. According to Investment Association data, total assets managed in the UK on behalf of European clients jumped by nearly 30 per cent in 2016 to reach £1.8trn at the end of last year. Europe makes up the biggest chunk of total overseas assets […]

Planning now for the residence nil-rate band

Graeme Robb, senior technical manager at Prudential, writes about the residence nil-rate band and the advice opportunities it presents for you when tax year-end planning with your clients. On our Planning Matters hub, we considered a widow, Margaret, and a married couple, John and Anne, for whom the residence nil-rate band (RNRB) is influencing planning […]

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