All DB pension transfer firms face FCA grilling

The Financial Conduct Authority will collect data from every UK firm that advises on defined benefit (DB) pension transfers, as part of a probe into practices across the market.

Passporting vital for small advice firms post-Brexit

Best Practice | 12 Jan 18

Expat Britons in Europe warned of ‘legal limbo’

Securing rights in EU countries ahead of Brexit in 2019 should be straightforward for Brits, but the reality is anything but, a study has found.

UK working pensioners to pay National Insurance?

Best Practice | 12 Jan 18

Retirement income expectations hit record high

People retiring in the UK in 2018 expect to live on an average annual income of £19,900 (€22,425, $26,888), the highest figure since the global financial crisis, according to research from Prudential.

Best Practice | 11 Jan 18

10 steps to avoid being hit with 40% IHT in 2018

With inheritance tax payments hitting a record high at the end of 2017, the new year is a good time for advisers to ensure that clients are being as tax efficient as possible when passing on wealth to future generations, law firm Collyer Bristow has advised.

Best Practice | 11 Jan 18

HMRC penalty policy needs urgent clarification

UK taxpayers owning up to past mistakes could face a 10% fine, according to changes to HM Revenue & Customs’ penalty factsheets.

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