The clock is ticking for UK non-doms on IHT property rule
Now is the time for advisers to help their non-UK-domiciled clients tackle the radical changes set to restrict tax benefits on indirect property holdings, says FPI’s Brendan Harper.
Best Practice
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IHT knowledge gap means unexpected tax bill for many
More than three in five UK adults with assets above the individual inheritance tax (IHT) threshold do not know what the limit is and are potentially putting their families at risk of an unexpected tax bill, according to Canada Life.
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Expert urges pension rethink as UK sales slide
Sales of personal pensions fell by 6.8% in the second quarter of this year as a leading tax expert urges the UK government to do more to get the country’s retirement savings “back on track”.
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Top five challenges facing financial advisers around the world
Financial advisers name the challenges facing the future of their businesses, from poor market performance and a challenging regulatory environment, according to a survey by Natixis Global Asset Management, which questioned 2,550 advisers across 15 countries.
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Regulatory landscape changes in the Middle East
Brendan Dolan, Regional Director, Middle East and Africa for Old Mutual International, talks about how the group is working with advisers as the regulatory landscape changes in the region.
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Radical new idea for UK pension tax relief under scrutiny
The UK government is considering a number of new pensions options ahead of the Autumn Statement, including one from Hargreaves Lansdown that proposes breaking the link between tax relief and earnings, instead using a system based on the age of the saver.
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British expats living in Spain must now disclose Malta Rops
Spain has unveiled a new rule which will require British expats to declare the money they have in Malta-based recognised overseas pension schemes (Rops) that allow ‘flexi-access’ in line with the UK’s pension freedoms introduced last year.
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Belgium introduces tax break for cross-border pension schemes
Belgium’s government has approved a bill that will exempt cross-border pension schemes from tax in a bid to position the country as the number one location for pan-European retirement products.
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UK unveils plans to create single state-backed advice body
The UK government will create a new single body to offer guidance on pensions, debt and other financial issues.
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Let your clients do the talking
In the second of a series of three, Julie Littlechild, founder of Absolute Engagement explores the value of client feedback
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Over 75% of UK advisers back ‘polluter pays’ FSCS levy
More than three quarters of advisers in the UK support the introduction of a risk-based Financial Services Compensation Scheme (FSCS) levy, according to a new survey from platform provider AJ Bell.
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CISI defends industry against UK PM’s crackdown on advisers
The Chartered Institute for Securities & Investment (CISI), a UK professional standards body for the financial services industry has defended advisers against British prime minister Theresa May’s pledge to crackdown on the profession for helping the rich avoid tax.