What is a certificate of tax position – should I be worried?
HMRC power was introduced in January 2019 and is big news for holders of overseas accounts and assets
HMRC power was introduced in January 2019 and is big news for holders of overseas accounts and assets
Global financial adviser firm makes two hires and German bank appoints Gulf head of wealth management
Software will be able to create client pension and investment reports ‘in minutes’
It has joined forces with a former UK watchdog boffin to help firms comply with industry changes
The combined company is open to acquisitions ‘if the right business comes up’
People are facing ‘huge’ tax bills as a result – but a court ruling could give them a glimmer of hope
Equity release on the rise – creating ‘new opportunities for wealth advisers to step to the fore’
It has outperformed hedge funds, real estate, commodities and fine art
Financial planners and investment managers are urging people to make provisions
Current LTA is just over £1m but eligible individuals can lock-in 2016 rates
The company contested a fine imposed by the FCA for market abuse failings
The workshops are based around retirement and pensions but will have IHT elements soon