United Kingdom
Tax & Regulation | 8 Feb 17
Four tips for end of year tax planning
As the UK approaches the end of another tax year, Tony Müdd, divisional director for development and technical consultancy at St James’s Place, talks through how to make the most of all the allowances and exemptions available.
Retirement | 8 Feb 17
UK court opens door to pension rights for unmarried partners
The UK Supreme Court has ruled that an unmarried woman is entitled to her late partner’s occupational pension in a landmark decision that could have wider repercussions for pension schemes.
Tax & Regulation | 7 Feb 17
FCA issues warning over poor DB pension transfer advice
The UK’s Financial Conduct Authority has issued a warning notice to an unnamed individual for poor advice given to more than 700 members of defined benefit (DB) schemes that left them at “serious risk of unsuitable outcomes”.
Retirement | 7 Feb 17
UK Sipp complaints continue to rise, reveals Ombudsman
Complaints about self-invested personal pension schemes (Sipps) have increased, according to latest figures from the UK’s Financial Ombudsman Service (FOS).
CoInvestor adds tax-efficient funds to platform
CoInvestor has added funds to its platform to expand its existing service that allows direct and advised investors to co-invest alongside tax-efficient fund managers on the same terms.