Most UK advisers unsure on correct usage of nil rate band
Canada Life found 93% of advisers need guidance on how to use the transferable nil rate band
Industry
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Is the bull market coming to an end?
While UBS believes valuations still look compelling, Thesis AM says a bear market is on the horizon
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G20 countries not yet beacons of renewable energy investing
Making renewable energy investment attractive is a key criteria of Paris Agreement
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Allianz wins landmark China insurance approval
Company will be the nation’s first-ever foreign wholly-owned insurance holding company
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Appleby’s ‘refusal’ to meet MEPs criticised
This is reportedly the second time law firm has refused to meet European special committee on financial crimes
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M&G launches positive impact fund
Global equity strategy has a mid-cap growth bias with an emerging markets tilt
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Half of over-50s in UK unprepared for retirement
Four in 10 worry about retirement, but it would take £500k windfall for them to seek advice
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Remove 12-year offshore investigation limit, say UK Lords
New powers proposed in Draft Finance Bill 2018 would impact elderly and people on moderate income
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UK wealthy pay less IHT than average person, review finds
Government review recommends digitalisation and de-bureaucratisation of the inheritance tax (IHT) system
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Should segmentation be used in cross-border wealth planning?
Industry experts discuss the pros and cons of segmenting clients according to particular characteristics
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University of Derby to offer CISI qualifications
The programme will also feature a global online learning course alongside accredited courses
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Ifunds launches combined passive and active ethical range
It will use ETFs and tracker funds to gain access to equity and government bond markets globally