Best Practice
Best Practice | 27 Jun 17
HMRC targets trusts used for tax planning with new register
HM Revenue & Customs has kickstarted a new beneficial ownership register targeting those who set up trusts to “generate tax consequences” in guidelines published on Tuesday.
Best Practice | 27 Jun 17
How to build a successful advice business
Building a successful advice business is not rocket science but it does require a clear vision, strategic objectives and the adoption of big data. Old Mutual Wealth’s head of international distribution development, Mike Leeson, offers a road map to success.
Best Practice | 21 Jun 17
Overseas pension transfers more complex under new FCA rules
Transfers to overseas pensions are likely to become even more complicated following proposals from the Financial Conduct Authority to overhaul pension transfer advice in the UK.
Best Practice | 21 Jun 17
FCA to overhaul pension transfer advice rules
Advice on pension transfers is to be provided as a personal recommendation and transfer value analysis replaced with a comparison to show the value of the benefits being given up under plans announced by the UK regulator on Wednesday.
Best Practice | 20 Jun 17
Fearful advisers face ‘information vacuum’ on pension transfers
Nearly all financial advisers disagree with the UK regulator’s pension transfer value analysis assumptions and are having to deal with an “information vacuum” from the UK regulator, according to veteran retirement expert Mike Morrison.