United Kingdom
Advisers admit to Common Reporting Standard worries
Old Mutual Int’l survey finds 59% of clients have concerns, while 34% of IFAs lack understanding
UK may not recognise cross-border suitability after Brexit
Firms will have to think about redoing suitability or repapering clients to the UK
Clients ‘in the dark’ after tax-planning firm closes
Universal Wealth Management advised clients to transfer assets to trusts to avoid care home fees
Best Practice | 12 Oct 18
International Adviser Award Winners Announced
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
Retirement | 11 Oct 18
Doctors win taper allowance concession, but more cuts loom
NHS Pension Scheme can now pay tapered annual allowance up front on behalf of doctors