Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
Tax & Regulation
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics
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IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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FCA charges nine finfluencers over unauthorised investment scheme
Defendants will appear in court on 13 June
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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FCA charges trio with fraud over CFD scheme targeting pensions
Total known sum lost was £8m
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Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
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Financial services sector leaders warn against FCA’s proposal to publicise enforcement investigations
Investment Association, UK Finance, PIMFA among others to sign letter to Jeremy Hunt against proposal
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Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say