Best Practice | 29 Jan 18
End of tax year: Making the most of allowances
Advisers should act now to make sure their clients make the best use of allowances as the countdown starts for the end of the UK tax year. Click through the slides to see the Prudential technical team’s list of actions advisers should consider.
Alzheimer’s sufferer ruled fit to marry but not update his will
A woman whose father has dementia has failed to get the England and Wales Court of Protection to stop him from being able to remarry, which will substantially reduce her inheritance after his death.
Best Practice | 26 Jan 18
UK Govt backs down on pension freedoms ‘auto guidance’ plans
The UK Government has removed an amendment to the Financial Guidance and Claims Bill, that would have required people taking benefits under the pension freedoms or transferring benefits to be automatically enrolled into guidance.
SJP funds under management hit record
St James’s Place (SJP) Wealth Management has more than £90bn (€102bn, $127bn) of group funds under management, making 2017 a record year for the restricted advice company.
Hansard shows Q2 growth despite Middle East decline
Hansard Global is still recovering from losing a major distribution partner in the Middle East, as it reports low-level growth in new business premiums for the second half of 2017.