Taking place in June and July in a number of locations across the UK the Retirement Planning Invitational series will focus on uncovering opportunities and mitigating risks in the new pension’s era. The speed with which the radical pension reforms have been introduced has left the industry in a state of shock, and as the […]
Record new money in March has helped push Axa Elevate’s funds under management to £10bn, Axa Wealth’s quarterly results show. The platform saw £534m of new assets in the first quarter of 2015, with funds under management rising 26 per cent year-on-year, from £7.9bn in 2014 to £10bn. An 8 per cent increase in pension […]
The Liberal Democrats is to announce plans to give local authorities power to double council tax on second homes. The announcement comes as part of a “Countryside Charter” unveiled today in Cornwall by Lib Dem leader Nick Clegg. The Lib Dems hope that by allowing councils to charge up to 200 per cent council tax, […]
The Financial Ombudsman Service has upheld four complaints regarding Harlequin investments against advice firms since the beginning of the year. The Harlequin group of companies marketed and built overseas luxury property developments, and is under investigation by the Serious Fraud Office. In a decision against West Sussed-based IFA Regency Financial Resources, the FOS ruled the […]
In the UK, everyone can pass on £325,000 of their estate on death without paying any inheritance tax, and, as of last April, there is an additional amount of £100,000 available (subject to conditions). For a UK domiciled or deemed domiciled individual, any assets over this, wherever in the world they are located, are generally […]
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