Three adviser wish lists for future IHT overhaul in UK
Inheritance tax rules are yet again set to change in a bid by the UK chancellor Philip Hammond to simplify the process.
Best Practice
-
-
UK pensions watchdog and police team up in cold-calling case
The Pensions Regulator (TPR) and the police are jointly investigating a number of pension schemes suspected of being linked to cold calling, resulting in a trustee being appointed to a wealth management firm.
-
Panama Papers to net UK taxman extra £100m
Investigations into the Panama Papers are expected to generate £100m ($140m, €113m) in additional tax, HM Revenue & Customs confirmed to law firm Collyer Bristow.
-
7 tips to compare drawdown providers
The number of providers offering drawdown has gone up since the pension vehicle was first introduced in the UK in 1995, but differences in quality of service and charges can be substantial, warns Hargreaves Lansdown, which has offered seven tips to compare providers.
-
Stricter rules needed to tackle pension scams
The majority of UK adults want stricter rules put in place to ensure their pension pots are secure, according to research by the Pensions and Lifetime Savings Association (PLSA).
-
Nucleus launches capital gains tool
UK adviser-built wrap platform Nucleus has launched a capital gains tax (CGT) tool, Narrate CG.
-
Are UAE advisers facing an era of greater regulatory scrutiny?
Following a landmark Dubai court case where an adviser was convicted of operating without a licence, there are indications that regulators in the UAE are about to step up their enforcement efforts.
-
S Africa advisers want ‘cool heads to prevail’ post-Zuma
The resignation of South Africa’s embattled president Jacob Zuma is a positive step for the country’s economy, but advisers warn the change of guard does not guarantee success for the struggling nation.
-
Aussie advisers face tougher exams
The newly appointed chair of the Australian Securities and Investments Commission (Asic) used his first public appearance to support calls for finance sector workers to face tougher exams to lift standards.
-
Brendan Dolan on the top challenges facing advisers worldwide
Following his first year as sales director of Old Mutual International, Brendan Dolan gives insights into the most pressing issues he has come across as he has travelled across various regions of the world.
-
How was the British Steel pension scandal allowed to happen?
A damning report from the UK’s Work and Pensions Committee has blasted the actions of some financial advisers who acted like “vultures”, and who “bamboozled” British Steel Pension Scheme (BSPS) members, raising questions about how this could happen in a post-RDR world?
-
Advisers across the globe say qualifications are far too low
Nearly half of the advisers worldwide regard the level of financial qualifications in their region as far too low, with those in Asia far more concerned that any other, according to the results of a poll by International Adviser.