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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Millennials are willing to pay for financial advice, finds study

Industry | 6 Jan 17

Millennials are willing to pay for financial advice, finds study

Investors under 40 are willing to pay for expert financial advice, according to the latest study by US consultancy firm Cerulli Associates.

Zurich ordered to pay £223k over IHT advice to British expat

Tax & Regulation | 6 Jan 17

Zurich ordered to pay £223k over IHT advice to British expat

A UK judge has ordered Zurich to pay damages of £223,000 ($275,211, €261,185) over wrong advice given to a British expat looking to reduce her inheritance tax (IHT) liability.

UK directories urge FCA to reveal if advisers are independent

Best Practice | 6 Jan 17

UK directories urge FCA to reveal if advisers are independent

UK adviser directories Unbiased and VouchedFor have urged the Financial Conduct Authority (FCA) to publicise whether an adviser is independent or restricted.

Zurich launches UK adviser platform with multi-application tool

Best Practice | 5 Jan 17

Zurich launches UK adviser platform with multi-application tool

Insurance giant Zurich has launched a protection platform where UK advisers can apply for multiple policies in one application.

UK upholds use of controversial APNs to tackle tax avoidance

Tax & Regulation | 5 Jan 17

UK upholds use of controversial APNs to tackle tax avoidance

HM Revenue & Customs (HMRC) has said it will continue to use accelerated payment notices (APNs) to combat tax avoidance schemes, despite concerns that the penalties are “morally questionable”.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.