Take a look at the trusts and trustee taxation video – The definition and classification of trusts. Once you've viewed the boxset, visit our Test Centre to test your learning and get your CPD certificate.
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Premier Asset Management is planning for a return to the London Stock Exchange nine years after it was taken private. The Sunday Times reports the fund group has hired stockbrokers Keefe, Bruyette & Woods and analysts Numis to work on the £200m listing by the end of the year. Buyout firm Electra Partners, which took […]
Read more 9amFinancial advisers and solicitors working together Presented by Ian Muirhead, director & chairman at Solicitors for Impartial Advice (SIFA) Listen to Ian’s expert insight and experiences of how financial advisers and solicitors can work together to deliver mutual benefit and enhanced client outcomes. Register here 10am Financial advisers and accountants working together Presented […]
The rise of the robots has been an ongoing discussion point in the financial services industry, but little mention is made of the companies behind the brands. Winterflood Business Services is one of those that powers the new age of robo-advisers, such as Moola, Wealthify, Scalable Capital, Moneybox and Netwealth. WBS head Alex Kerry says: […]
Much has been theorised about the Lifetime Isa since it was announced. The question is, will Lisa be beneficial to savers or not? Read more
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The Government should consider allowing people to lower their contribution rates to 8 per cent under auto-enrolment to prevent a potential spike in opt-out rates over the next few years, AJ Bell says. Contribution rates are due to rise to 5 per cent in April this year and 8 per cent in April 2019 with […]
French asset manager Carmignac has called for more clarification on the new research costs rules under Mifid II as it claims rival firms have wrongly stated what the directive means for their business. Speaking to Money Marketing after an event in Paris, Carmignac managing director Didier Saint-Georges referred to asset managers as “cheeky” in their […]
Five overlooked government credits and allowances advisers should look out for