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’
Author: PA Adviser
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Why HMRC can’t estimate the offshore tax gap
‘One cannot tackle a problem with one’s head in the sand’
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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’
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Active allocators can thrive in bear market
‘Outlook is complicated due to confluence of macro challenges’
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Savers urged to take advantage of ‘generous’ pension tax relief
1970s-like economy should not refrain clients from preparing for their retirement
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Why is the UK tax system so complicated?
There has never been a ‘more important time’ for clients to understand their options
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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
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How advisers can prepare for Mifid II changes
They will look to improve client suitability assessments
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What is the future of the UK non-dom status?
Labour Party is likely to change the rules if it wins the next general election
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Advice firm targets young women with financial education platform
To tackle gender wealth gap
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How robo-advisers can fit into the industry
They don’t have to be competition for IFAs
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Has Brexit actually made it harder to retire to Europe?
Protracted negotiations followed by lockdown have led to a ‘huge amount of pent-up demand’