A public accounts committee report has called on HM Revenue & Customs to look at a variety of ways to crack down on the buy- to-let sector by encouraging voluntary disclosure while increasing prosecutions of tax evaders.
Two things in the last couple of weeks have made me come over all Victor Meldrew.1: I advised some new clients to top up their Halifax cash Isas. Mr X went to his local branch to pay in £3,600 each. He was put in front of an “adviser” who told him they would be better off doing stocks & shares Isas instead. My client had the sense and knowledge to say, no thanks.
Ross Jackson, Senior Marketing Manager There’s no denying that these days we expect things quickly. You might have noticed it first-hand during the flurry and rush of the Christmas period. The fact is that in a world of smartphones, social media and click and collect, most clients expect to get an instant response and a […]
I have recently completed training to become a certified money coach: it is an area we are developing to complement our traditional advice service. One of the exercises is to imagine you are floating in a small boat through time. We ask you to consider where you want to land and what you might find […]
Quilter Financial Adviser School will now offer the Level 6 Advanced Diploma of Financial Planning as part of new offerings announced as it rebrands. Formerly called the Financial Adviser School, QFAS will offer the Level 6 qualification to the whole of market. The first cohort for the Level 6 programme began last week and includes […]
Two directors at St James’s Place have increased the shares they own in the company. SJP investments managing director David Lamb and partnership managing director Ian Gascoigne have both bought £8,996 worth of the company’s shares, according to a London Stock Exchange notice. Lamb and Gascoigne bought 993 ordinary shares of 15p each at a price of […]