Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
Tax & Regulation
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24% rise in number of inheritance tax payers
Frozen thresholds will lead to more ‘record breaking numbers in the years to come’
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HMRC over taxes pension savers by £1bn
LCP’s Steve Webb says it is an ‘absolute disgrace’
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How CGT changes in Portugal will affect expats
Blevins Franks’ Jason Porter discusses capital gains tax legislation in the European country
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FCA warns investors about mismanagement of trust schemes
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
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Will the Consumer Duty lead to an increase in advice fees?
Regulation is giving firms an opportunity to re-evaluate their charges
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HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’
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UK regulator places restrictions on wealth manager
As the FCA says the firm is ‘putting consumers at risk’
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Dubai regulator eyes fixed penalty regime
Maximum fine will be $50,000
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£235m redress for investors agreed as Woodford saga nears wind-up
Though the deal still rests on Link Fund Solutions’ sale to Weystone Group
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South African watchdog provisionally withdraws asset manager licence
Following an inspection conducted on the firm
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Most advice firms ‘don’t want to be a platform’
Morningstar Wealth’s Mark Sanderson says it is hard enough just being an adviser