Industry
Best Practice | 23 Nov 22
PFS creates Consumer Duty guide for advisers
To help IFAs understand the FCA’s expectations for the incoming regulation
‘Double tax trap’ risk from IHT and CGT changes
‘People could fall foul of the fiddly rules and not know they have an extra tax bill to pay’
Best Practice | 23 Nov 22
Advice firms told to ‘get creative’ to attract younger clients
As they prepare to future-proof their businesses
International wealth group opens Uruguay office
It will give the firm a physical presence in Latin America
Just 8% of insurers comply with incoming Consumer Duty
But regulation could be ‘golden ticket’ to start doing things differently