Advice firms need to evidence client stewardship, have clear guidelines on best practice and leverage new tech innovations if they want to have the “right” consumer duty mindset.
3 things advisers should do to have ‘right’ consumer duty mindset Read More »
Britons are warned of the most “common mistakes” seen when passing on wealth which can leave people paying thousands of pounds more to HMRC.
Following the latest inheritance tax receipts data, an expert has shared costly mistakes they have see their clients make when estate planning.
The FCA has introduced new rules to ensure green financial products deliver on what they promise. Beth Brearley examines what this will mean in practice
Addressing the key challenges of the new Sustainability Disclosure Requirements Read More »
Interview: Chancellor vows tax breaks for middle classes as he declares: ‘We are the underdogs in this election’
Inheritance tax against Tory values, says Hunt Read More »
HM Revenue and Customs’ monthly tax bulletin was released this morning
2024/25 kicks off with £0.7bn in IHT receipts; Up £85m on last year Read More »
The upcoming sustainability labels due to be introduced by the regulator in July will “not be enough” on their own to improve consumer confidence in and understanding of the sector.
Sustainable investing continues to confuse investors despite FCA labels Read More »
Unless the next government rips up the fiscal rules it’s going to have to raise taxes, so it pays to think about where the extra money might actually come from, says Tim Sarson.
Tax rises are coming and these are the ones to look out for Read More »
New data from the Venture Capital Trust Association (VCTA) shows that its members invested £505m in early-stage companies across the UK during 2023. VCTs therefore provided a vital source of funding amid a broader venture downturn, which saw total venture funding in the UK fall by almost a third in 2023.
VCTs bolster UK tech with £500m invested into high-growth early-stage companies Read More »
The adoption of semi-liquid structures to invest in private assets poses Consumer Duty challenges for wealth managers as the regulator steps up scrutiny over individual investor suitability and reporting transparency.
Half of high-net-worth individuals plan to pass on properties to their children, leaving them exposed to both inheritance and capital gains tax.
Half of HNWs plan to pass on property as inheritance Read More »
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