HMRC refuses to share information on overseas pension list
Taxman ‘not making any effort to help the industry understand how they manage it’
QB Partners
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PEOPLE MOVES: The Fry Group, Sun Life, QB Partners
C-suite promotion at financial advisory firm, while life insurer replaces outgoing CIO
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Should inheritance tax be deferred?
With many people falling victim to covid-19, any sort of relief could ease financial struggles
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What does Brexit mean for the Qrops overseas transfer charge?
Just one of thousands of details that need to be clarified
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PEOPLE MOVES: Kleinwort Hambros, ANZ, QB Partners
Wealth manager makes six hires, while Australian firm names Hong Kong CEO
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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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Advisers look for certainty as pension transfer flux continues
As the Financial Conduct Authority (FCA) finalises its policy paper on defined benefit (DB) pension transfers, experts hope it will bring some certainty to an industry that has been in a constant state of flux since 2015.
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How new Isle of Man pension freedoms differ starkly from the UK
The Isle of Man budget on 20 February introduced the concept of pension freedoms to the island’s pensions legislation, setting out some stark differences to the already established UK rules.
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Qrops name dropped in Isle of Man rebrand
Isle of Man-based The Qrops Bureau has rebranded as QB Partners to reflect the broader scope of technical support it offers to financial advisers and product providers.
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Analysis: Regulatory scrutiny keeping UK advisers on their toes
Advisers must stay on the ball as the UK regulator continues to tweak pension transfer rules in an attempt to get a handle on this rapidly evolving sector.
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Qrops transfer rights secured but specialist advice essential
The UK government’s decision to make pension transfers into recognised overseas schemes a statutory right has been welcomed by the industry, but experts caution that advisers will need real expertise to ensure clients don’t fall victim to scams.
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Pension transfer delays expected as HMRC misses Rops deadline
Pension transfers are likely to be delayed and providers, advisers and clients have been left in limbo after HM Revenue & Customs failed to publish a new list of recognised overseas pension schemes (Rops) that was scheduled for Monday.