Best Practice
‘Accidental Americans’ putting Asia’s wealth transfer at risk
Accidental Americans face ruin if their estates are not properly structured, a lawyer has warned.
Best Practice | 1 Feb 18
‘Out of control’ HMRC over-taxes by half a billion
HM Revenue & Customs has handed back just under half a billion pounds to individual taxpayers since April 2015, which Royal London says shows the organisation is “out of control” when it comes to over-taxing people and then expecting them to claim it back.
Best Practice | 31 Jan 18
Sipps among most upheld complaints, reveals Ombudsman
More than half of the complaints around self-invested personal pension schemes (Sipps) passed to a financial ombudsman were upheld during the three months to 31 December 2017, making it one of most upheld areas of complaint.
Best Practice | 31 Jan 18
Limiting the downside when planning for Brexit
With talks on phase two of the Brexit negotiations expected to officially begin in March, how should financial advisers be reading the situation and preparing on behalf of their UK clients?
Best Practice | 29 Jan 18
IFAs should disclose 10% drop in performance
IFAs offering advised investment portfolios should consider matching DFMs by voluntarily disclosing any 10% falls in value to clients, says investment expert Graham Bentley.