Tax & Regulation
Best Practice | 17 Aug 23
How important is anti-money laundering compliance for advisers?
As the UK regulator steps up efforts to crackdown on financial crime
28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future
FCA halts plans for simplified advice following ‘limited’ industry support
As regulator pushes on with review into advice/guidance boundary
‘Home loan’ IHT avoidance scheme escapes double tax charge
But scheme did fail to save any inheritance tax
Best Practice | 31 Jul 23
Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’