Tax & Regulation
What should advisers expect to see in the Budget?
Despite little ‘wiggle room’, major announcements are anticipated
Pimfa calls on FCA to simplify post-Priips disclosure rules
Quantity of mandatory information is a barrier to retail investors, the association has warned
What do advisers need to know about tax-efficient investments?
Many IFAs underestimate the size of the market
Advice network handed pension transfer ban
Regulator also says it must not take on any new appointed representatives
59% of potential expats concerned about tax implications of moving
‘Crucial’ advisers can help reduce the time people spend worrying about money matters