Tax & Regulation

How family investment companies can solve IHT problems

Industry | 12 Feb 24

How family investment companies can solve IHT problems

Set out ground rules for a shared understanding of how wealth will be managed, writes Edd Hollier and Phil Pellegrini

FCA building and logo

Tax & Regulation | 6 Feb 24

Defaqto launches Consumer Duty profiles

Profiles designed to help advisers meet Consumer Duty requirements

Mistake caution, business risk or problem warning, failure prevention or avoid danger concept, cautious businessman slip falling on exclamation symbol beware, careful caution sign.

Industry | 6 Feb 24

Aisa International warns of Isa tax trap for Brits moving to EU

Firm has warned of bad advice from unlicensed advisers

Golden scales of justice on a brown leather bound book engraved with the title Consumer Protection, together with a gavel and yellow office folders on a wooden table

Best Practice | 5 Feb 24

Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns

Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force

What will the capital gains tax changes mean for MPS investors?

Companies | 5 Feb 24

What will the capital gains tax changes mean for MPS investors?

CGT changes could generate another £1.2bn for the Treasury by 2025