pension tax planning

AFH gains 26 advisers in £5.1m deal

Consolidator AFH has secured its largest acquisition this year as it continues to rapidly expand its advice business. The deal is the 11th since January and will see AFH secure three client banks, having acquired the portfolios of HTH Group and its subsidiaries, Thomas Heald and Thomas Heald Solutions. As part of the deal 26 […]


Alan Hughes: FCA’s new duty of care rules are a waste of time

The FCA has released some interesting papers recently and generally seems to be demonstrating a more interventionist approach – or, at least, earlier intervention. For instance, it has decided it needs to impose more detailed regulation and governance on P2P platforms, as the market is putting consumers at risk of serious detriment. It is also […]

Quilter listing boosts profit at Old Mutual

The listing of Quilter contributed to a 42 per cent increase in post-tax profit at Old Mutual in the six months ended 30 June. Quilter, formerly Old Mutual Wealth, listed on the London Stock Exchange valued at £2.76bn on 25 June. In half-year results released this morning, South African business Old Mutual, which is still listed […]

When and how chargeable gains are taxed

You may have clients holding UK and international bonds, both of which are subject to income tax under the chargeable events regime. With an international bond, investors benefit from growth that is largely free of tax as no UK tax is imposed on the income and gains in the underlying funds. However, under a UK […]


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