FCA lays out plan to tackle the pension advice gap
Firms would be able to provide a bespoke suggestion to specific groups of consumers
Tax & Regulation
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FCA lays out proposed changes to enforcement process
Four significant changes have been made to the FCA’s plans in response to feedback
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Unicorn AIM VCT launches £25m fundraise
Prospectus to be available in January 2025
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FCA slammed as ‘incompetent’ and of questionable integrity in parliamentary report
APPG on Investment Fraud and Fairer Financial Services has released a highly critical write-up
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What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
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IHT receipts surge again as Budget discontent simmers
Record annual IHT take last tax year of £7.5bn likely to be beaten
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Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009
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FCA proposes extending investment research rules to pooled funds
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
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Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families
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Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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Autumn Budget 2024: Ten key takeaways
Autumn Budget brings changes to capital gains tax, employer’s National Insurance and debt policy restructure