Why advisers are being hit with pension transfer delays
It will continue to be a ‘frustrating period’ if a rules review is not complete by the summer of 2023
Author: PA Adviser
-
-
How UK register of overseas entities impacts advice clients
Failure to comply can result in a daily fine of up to £2,500
-
Wealth management M&A market set for further acceleration
Recent level of activity ‘has been remarkable’ and ‘shows no sign of letting up’
-
Asset manager under fire for ties with ‘anti-ESG’ group
Sponsors of controversial foundation accused of ‘supporting climate denial’ By Hannah Smith
-
What is the future of the 60-40 portfolio?
For the first time in 50 years, the diversification strategy did not deliver
-
What should advisers expect from pension dashboards?
‘The journey so far has had a few more twists and turns than many in the industry would have liked’
-
Why HMRC can’t estimate the offshore tax gap
‘One cannot tackle a problem with one’s head in the sand’
-
How estate planning solutions can tackle rising IHT bills
Diversification is a ‘key tool for advisers to protect the long-term health of clients’ savings’
-
Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’
-
Savers urged to take advantage of ‘generous’ pension tax relief
1970s-like economy should not refrain clients from preparing for their retirement
-
Why is the UK tax system so complicated?
There has never been a ‘more important time’ for clients to understand their options
-
Brits in the EU still face UK account closures
After Brexit, they are not allowed to hold a bank or investment account in Britain if they are not resident