Latest news
Analysis: Political uncertainty keeps South African advisers in limbo
As South African financial advisers await the election of president Jacob Zuma’s successor with bated breath, where this political uncertainty leaves the implementation of the Twin Peaks reforms and the next phases of RDR is anyone’s guess.
What does fairer, simpler, more transparent trust taxation mean?
With the budget lacking much detail, the financial services industry has been left to ponder what the chancellor actually meant when he said the government will publish a consultation in 2018 on how to make the taxation of trusts simpler, fairer, and more transparent.
Best Practice | 23 Nov 17
Analysis: Advisers assemble to battle Brexit
Collaboration between advisers in the UK and Europe will be key post Brexit, with the EFPA’s first initiative being to ensure that IFAs will be able to convert their UK qualifications into European diplomas.
Non-dom tax swoop could trigger exodus
Commercial property tax changes could lead to a UK non-dom exodus, international law firm Withers has warned.
Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.