Best Practice

Best Practice | 7 Sep 17

Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.

Best Practice | 6 Sep 17

Rachael Griffin, head of trusts and technical solutions at Old Mutual Wealth, explains how technical expertise in the financial planning process is becoming increasing important, and shows how regulatory change can be an opportunity rather than a threat, helping advisers to demonstrate the value of advice to their clients.

Best Practice | 5 Sep 17

The UK’s Financial Ombudsman Service (FOS) received 22% more new complaints against St James’s Place in 1H17 compared with 2H16 and, despite a drop in the number of complaints against Sesame, the network remained the most complained about advice provider.

Best Practice | 5 Sep 17

New rules for the taxation of non-domiciles are likely to come into force this month, back-dated to take effect from 6 April.

Best Practice | 5 Sep 17

Rogue pension websites are carrying anti-scam messages to try to trick UK consumers into believing that they are legitimate businesses, The Pensions Regulator (TPR) has warned.