FCA wary of equity release harm to retirees
As data finds homeowners accessed £13bn via later life products since April 2015
Canada Life
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Trust planning a blind spot for international advisers
They have a reputation of being ‘complicated and difficult to set up’
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You’ve hit retirement – now what?
Brits increasingly caught out when taking a DIY approach to accessing their pensions
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IFAs still confused by nil rate band rules
Some are uncertain about tax penalties and what the limit is for gifts
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IFAs not sold on Office of Tax Simplification’s IHT proposals
Only 19% believe they will have a positive impact if introduced
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Will IFA acquisitions be scuppered by DB pension transfers?
Anything that represents risk and potential future liability will impact valuation and M&A deals
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What are the pension implications of raising children?
It could leave some struggling to afford to take the tax-free pension commencement lump sum
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International bonds not the top tool for IFAs
While onshore would be more attractive if the bonds were linked to a desired investment platform
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Tax wish list for the wealth industry
Changes to IHT, stamp duty, property, trusts and pensions in private client space wanted
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Winners Gallery: Global Financial Services Awards 2019
Photos of the winners and gala dinner Click through the slides below to see who triumphed!
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Industry needs to ‘eradicate’ any notions it is ‘old man’s club’
Attracting female clients is vital, as 27% of UK women have inadequate pension pots
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Brits want IHT nil rate band doubled
Politically ‘it would certainly be seen as a positive step by the majority of people’