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What you need to know about trust taxation

Tony Wickenden looks at the trust taxation underpinning trustee investment. For income tax purposes, most relevant is whether there is a beneficiary entitled to the trust income as it arises. Generally, if there is a beneficiary entitled to the income from a trust (and the income is not assessed on the settlor), the beneficiary will be […]

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FOS strategy head defends service against IFA misconceptions

David Cresswell argues some advisers have the wrong impression about the service The Financial Ombudsman Service’s strategy director has attempted to dispel a number of misconceptions he believes advisers have about the complaints adjudicator. In an interview with Money Marketing, David Cresswell also offers tips on how IFAs should approach their dialogue with the FOS. […]

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MPs sound Brexit warning over expat pensions

The head of an influential committee of MPs has urged the Government to make sure British expatriates are not left without their pensions as a result of a ‘cliff-edge’ Brexit. Treasury select committee chair Nicky Morgan has written a letter to Chancellor Philip Hammond warning over the future of long-term pensions and insurance policies that […]

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  1. As far as I know, we hire the best person for the job, everything else is irrelevant.

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