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United Kingdom

Fee-based 1% model ‘overcharging’ UK clients, study finds

Best Practice | 27 Jan 17

Fee-based 1% model ‘overcharging’ UK clients, study finds

UK consumers are being overcharged by advisers who levy a percentage point fee on the value of the assets a client invests, with too much money going into the pockets of wealth managers, according to a new report by Capital Asset Management.

HMRC under fire for £1bn fall in wealthy tax take

Tax & Regulation | 27 Jan 17

HMRC under fire for £1bn fall in wealthy tax take

HM Revenue & Customs has come under attack for not explaining a near £1bn (€1.17bn, $1.25bn) drop in income tax receipts from high net worth individuals in a scathing new report by a UK parliament select committee.

UK financial compensation scheme issues phishing email alert

United Kingdom | 26 Jan 17

UK financial compensation scheme issues phishing email alert

The Financial Services Compensation Scheme (FSCS) has warned consumers to be on their guard against an email scam promising a $5.7m (£4.5m, €5.3m) payment to encourage people to provide personal information.

HMRC loss in IHT case unlikely to change pension transfer rule

Tax & Regulation | 26 Jan 17

HMRC loss in IHT case unlikely to change pension transfer rule

A court ruling against HM Revenue & Customs on a case about inheritance tax (IHT) is unlikely to change the current two-year exemption rule on pension transfers, said Rachael Griffin, financial planning expert at Old Mutual Wealth.

Ex-footballer Alan Shearer reportedly suing over mis-selling

United Kingdom | 25 Jan 17

Ex-footballer Alan Shearer reportedly suing over mis-selling

Former England football captain Alan Shearer is reported to be taking legal action against a financial salesman to reclaim up to £6m ($7.5m, €7m) after being ‘mis-sold’ investments, according to an English newspaper.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.