United Kingdom | 9 Jan 17
UK court rules £75k pension transfer loan was liberation
A UK court has ruled that a £75,000 ($92,106, €87,429) loan taken out by a client to fund investments as part of a pension transfer was a form of pension liberation and should be subject to tax.
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.
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.
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.
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.