Budgets nowadays are mostly about things that will happen at least a year out. So sometimes the parliamentary razzmatazz diverts us from the train crashes about to hit us. Like the new salary sacrifice rules that will kick in in April. When the salary sacrifice rules were first announced last year, it was hoped the […]
The IFA who chairs a panel of small businesses advising the FCA has been replaced as the group’s head. Citywide Financial Partners managing director and former IFA Association director Clinton Askew has chaired the FCA’s Smaller Business Practitioner Panel since April 2015 after joining the group in 2009. The panel is one of four statutory […]
Back in the day, the things you could do for a client could be described on the back of a fag packet: life cover, a savings plan and a mortgage for a life of 2.4 children in a strong family set-up. All other money was used to buy stuff like there was no tomorrow and […]
After a volatile 2015, Peter Saacke considers the prospects for a (smooth) recovery in 2016.
By Kim Jarvis, Canada Life In this article we look at which forms personal representatives (PRs) need to complete and who actually pays the tax. 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 is […]
- Top trends
- Top trends
- Pension tax relief in firing line as Hammond mulls ‘intergenerational fairness’ Budget
- Scottish Widows mulls Standard Life corporate pensions book takeover
- Martin Lewis wins claim against PPI chaser that used his image
- The future of Cofunds: What next for a platform titan?
- How much are advisers charging for pension transfers?
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Two company directors have been disqualified for a combined 20 years after running a fine wine investment scam that lost investors nearly £1m. An Insolvency Service investigation found that Crimson Fine Wines cold-called customers and then did not purchase or allocate wines to those who had paid for their investments. The investment scheme offered investors […]
AJ Bell has won a case against a client who wanted his platform fees for the past 14 years reduced. A client, referred to as Mr N, complained to the Pensions Ombudsman that, because he did not have enough information about what fees would be payable, he sold a property holding in his Sipp far […]
National advice firm Foster Denovo has acquired employee benefits consultancy TEBC. The deal brings over 100 corporate client relationships, and Foster Denovo will look to build TEBC’s staff into its own employee benefits division, Secondsight. Foster Denovo says the deal is the first in an acquisition strategy it will be pursuing. Chief executive Roger Brosch […]