UAE regulator unveils consultation on proposed changes to client reporting
It includes firms giving a more detailed breakdown of fees and charges
Tax & Regulation
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UK watchdogs launch Senior Managers and Certification Regime review
As Treasury also unveils a call for evidence on the regulation
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How best can product transparency benefit investors?
Advisers insights about the way providers should approach their clients is ‘particularly valuable’
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HMRC opened 25 tax fraud investigations into HNWs in 2022
UK government ‘is likely to continue to invest in this high-end form of tax enforcement’
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UK unveils LTA protection changes in Finance Bill
AJ Bell says ‘devil is in the detail’
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How will the Windsor Framework affect the financial services industry?
It is the era of a ‘more friendly EU-UK paradigm’
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IFA company hit with regulatory restrictions
Watchdog said it failed to ‘engage with the FCA in an open and cooperative way’
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Why inheritance tax planning is vital for advice clients
‘Avoiding difficult or complicated conversations and decisions leads to problems’
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Isle of Man regulator unveils implementation of new fee structure
Watchdog will continue to ‘focus on providing value for money and maintaining standards of excellence’
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DB pension transfers excluded from advice-guidance review
But FCA says that accumulation and decumulation products will be part of the analysis
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High earning Brits seek advisers’ help with rising tax bills
As a third are unaware of their current tax bracket
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HMRC hands lifeline to Brits with LTA protection
AJ Bell says abolishing the lifetime allowance ‘comes with a nasty sting in the tail’ for others