73% of advisers not ready for Consumer Duty implementation
As 8% say they haven’t started working on the regulation
Tax & Regulation
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UK shadow chancellor set to overturn lifetime allowance abolition
Canada Life says you cannot ‘play political ping pong with the pensions system’
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Are VCTs a useful tool for advisers?
They have been labelled the ‘next sensible step in tax management’
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What should advisers expect to see in the Budget?
Despite little ‘wiggle room’, major announcements are anticipated
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Pimfa calls on FCA to simplify post-Priips disclosure rules
Quantity of mandatory information is a barrier to retail investors, the association has warned
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What do advisers need to know about tax-efficient investments?
Many IFAs underestimate the size of the market
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Advice network handed pension transfer ban
Regulator also says it must not take on any new appointed representatives
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59% of potential expats concerned about tax implications of moving
‘Crucial’ advisers can help reduce the time people spend worrying about money matters
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Inheritance tax regime must move with the times
IHT needs to be ‘addressed urgently in order to prevent further damage being done’
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UAE watchdog seeks views on family office regulation shake-up
Consultation ends on 24 March 2023
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DB transfer values stable after 37% slump last year
93% of cases raised at least one scam warning flag in January
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IFA firms forced to withdraw ‘misleading’ offers to ex-BSPS members
FCA says it ‘will not tolerate this behaviour’ and ‘will take further action’