32% of IFAs expect client fees to increase with Consumer Duty
As one-in-seven still feel unclear about advising clients on good customer outcomes
Industry
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UK financial planning firm becomes employee-owned
18 staff members now retain 60% of the company
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Inheritance tax receipts reached £2bn between April and June
A £200m increase from last year
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Brits may pay income tax when inheriting untouched pension pots
As the government considers new rules to replace the pensions lifetime allowance
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PEOPLE MOVES: Lloyds, Brooks Macdonald, Quilter Cheviot
Banking group names head of international PB, as wealth manager makes c-suite change
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Pension tax overpayments hit £56m in Q2 2023
This is up almost £8m compared to the first quarter of the year
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Five potential impacts of Consumer Duty
NextWealth predicts what will happen after the FCA’s regulation is implemented
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Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
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Eight tax mistakes made by Brits retiring abroad
Blevins Franks discusses taxation issues around residency, pensions and inheritance
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International wealth manager opens office in DIFC
It will focus on serving high net worth individuals, single family offices and EAMs
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£325m class action launched against international life insurers
Investors involved are reportedly mainly retirees or near pension age
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£60m fall in FSCS compensation costs for LDII class
Lifeboat scheme said this was due to reduction in redress over Sipp products