Investors who have overpaid tax when drawing money from investment bonds could reclaim it through the courts following a ruling in favour of an investor who was landed with a £383,000 tax bill. The Upper Tribunal ruled in favour of Joost Lobler last week after he challenged HM Revenue & Customs over the bill. Lobler […]
The FCA has ordered eight advice firms to carry out skilled persons reports in relation to insistent clients following a thematic review on pension transfers, Money Marketing understands. A skilled persons report, also known as a Section 166 report, checks for weaknesses or failings in a firm’s practices. The review can result in enforcement action […]
It is easy to be wise after the event but given the ending of quantitative easing by the US Federal Reserve last year (and therefore no more extra dollars being “printed”) simple economic theory would predict that the price of something no longer in excess supply should rise. And it did! From the end of […]
Annuity rates at lowest level for at least two years.
Dividends are under pressure in some areas: but reliable yields can still be found. So says Adrian Frost, manager of the Artemis Income Fund, in conversation with Lawrence Gosling.
- Top trends
- Top trends
- Paul Lewis: The NI sting depriving 1950s women of their state pensions
- Savers lose nearly half of pension through transferring out
- Malcolm McLean: Why this could be the year of the pension tax relief raid
- Nutmeg loss deepens as regulatory burden bites
- Treasury tipped to cut pension tax relief to fund NHS spending
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