IHT bill on track to exceed £7bn
As inheritance tax receipts for January 2023 totalled £578m
Quilter
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‘Dying books of business’ haunt advice firms without next gen clients
‘Most advisers look after a certain quantity of the population’
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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Pension freedoms reform proposals ‘deeply controversial’
Capping the 25% tax-free lump sum could disincentivise people from saving into a pot
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PEOPLE MOVES: Marlborough, Legal & General, Quilter
Investment firm names CIO, while CEO retires from financial services group
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Receding inflows slow Quilter’s recovery
AuMA grew 3% in Q4 2022 but was down significantly from the start of the year
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FCA worried about ‘superficial and over-confident’ Consumer Duty plans
Industry cannot ‘take foot off the gas’ with only six months to prepare for the regulation
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Over 1 million Brits to be dragged into higher tax bands by 2027
Clients encouraged to make more efficient use of allowances
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FCA to carry out retirement income advice review
Regulator said findings will be an important indicator to how firms are implementing the Consumer Duty
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Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
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44% of pension transfer amber flags raised for ‘unknown’ reasons
Quilter calls on the UK government to tackle this issue
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Will Sunak’s compulsory maths plan improve UK financial education?
Government should introduce more practical topics like pensions into the curriculum