How to plan wealth transfers in uncertain times
Different legal systems around the world will impose own rules on how estate can be distributed on death
Quilter
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£15bn boost if UK scraps pensions triple-lock, says think tank
Current system ‘is simply not an option’, with earnings smoothing mechanism mooted
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Should Brits scramble to use tax allowances as budget looms?
Nobody knows when the axe will fall, but it’s expected to come down hard
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PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
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Quilter International unveils product for expats in France
It has a death benefit of 101% of the value of the bond
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Has covid-19 made life insurance less accessible?
Are there any implications for existing policies?
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How to enhance investor income if a second covid wave hits
In the current circumstances, clients ‘must be feeling like there is nowhere to turn’
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Quilter doubles DB legacy contingency fund to £24m
As the firm moves from ‘significant advice business acquisitions’ to focus on organic growth
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More than 24 million vulnerable clients in UK, says watchdog
‘Pressure is on for companies, government and charities to tackle’ this growing problem
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Quilter stops network IFAs from offering DB transfers
But it is ‘committed’ to providing the service through its restricted financial planners
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UK to review tax system
Spotlight will be on role of reliefs and windfall taxes in post-pandemic economy
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UK government streamlines power of attorney process
But will it make the system faster or prove to be a disaster?