Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
Tax & Regulation
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‘SDR implementation is far more challenging than we ever anticipated’
Fund group representatives share their frustrations at Good Money Week
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Government’s ‘AIM-pocalypse’ would go far beyond inheritances – Wealth Club
Removing IHT relief from AIM likely to result in significant volatility
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Puma VCT 13 seeks up to £70m of fresh cash
The VCT has total net assets of £118.6m and a portfolio of 20 companies
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Octopus AIM VCTs launch £30m fundraise
The VCTs already have total net assets of £200m
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Aegon, Quilter and Fidelity sign up to The Platforms Association
New trade body will co-ordinate and promote the industry’s interests
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Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice
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Hawksmoor temporarily suspends sustainable portfolios in anticipation of SDR amendments
The firm is awaiting the FCA’s decision on proposals regarding extending SDR to apply to portfolio managers
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Aviva Investors backs King’s College Consumer Duty and SDR course for IFAs
Understanding the new requirements and help deliver sustainable outcomes
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APPG on Investment Fraud and Fairer Financial Services elects new members
Conservative MP Bob Blackman continues as co-chair, joined by Labour’s Sam Rushworth
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Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
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Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan