Tax & Regulation
What is a certificate of tax position – should I be worried?
HMRC power was introduced in January 2019 and is big news for holders of overseas accounts and assets
Platform unveils financial adviser suitability white paper
It has joined forces with a former UK watchdog boffin to help firms comply with industry changes
Thousands in UK lose lifetime allowance protection
People are facing ‘huge’ tax bills as a result – but a court ruling could give them a glimmer of hope
Best Practice | 10 Apr 19
Minority of Brits aware of inheritance rules
Financial planners and investment managers are urging people to make provisions
UK regulator wins tribunal case against DFM firm
The company contested a fine imposed by the FCA for market abuse failings