What advisers need to know about the statutory residence test
A recent HMRC case has shown the UK taxman will ‘instigate intensive enquiries where exceptional circumstances are claimed’
United Kingdom
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Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
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FCA bids to boost diversity and inclusion in financial services
As it also sets out rules to prevent bullying and sexual harassment in the industry
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Aviva buys UK protection business for £460m
Deal expected to complete in the first half of 2024
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PFS and CII launch ESG course for advisers
It will count for 12 hours of CPD
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Rishi Sunak to reportedly scrap inheritance tax
As the Conservative Party looks to entice voters ahead of the general election
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UK-based advice firm fails
FSCS has received six claims against the company
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Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
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PEOPLE MOVES: Quilter, HSBC, Close Brothers
Wealth manager hires academy director while asset manager makes two senior hires
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Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
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A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
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IHT receipts reach £3.2bn
A £300m increase compared to the same period last year