Best Practice
Best Practice | 15 Mar 17
Four key IHT planning tips for residential nil rate tax band
Some changes in inheritance tax law can affect wills and trusts, including the introduction of the first tranche of the Residential Nil Rate Band (RNRB) of £100,000 on 6 April 2017, says Karen Clark, tax partner in charge of the London private client team at RSM.
Best Practice | 15 Mar 17
Why the new Qrops five-year circumstance change is critical
Many advisers woke up last Thursday morning aware their pipeline Qrops business had just been vastly reduced, says James Pearcy-Caldwell, co-founder of fee-based adviser Aisa International.
Best Practice | 13 Mar 17
IoM regulator open to dialogue on commission disclosure rules
The Isle of Man’s financial regulator has underlined the importance of fine-tuning the scope and timing of its commission disclosure rules for international life companies, amid industry concerns about an unlevel playing field with local companies in markets such as the UAE.
Best Practice | 10 Mar 17
FCA sharpens scrutiny on pension transfer complaints
The Financial Conduct Authority has set out a plan to give better redress to those clients who were given unsuitable advice to transfer out of a defined benefit (DB) pension scheme.
Best Practice | 7 Mar 17
Countries travel at different speeds in global ethics journey
Integrity in finance is a global concern but the ethics journey differs country to country, say key members of the Chartered Institute for Securities & Investment (CISI).