United Kingdom

Technology | 9 Jan 17

Adviser platforms, wealth managers, and financial advisers need to keep five key technology trends in mind as they navigate the ever-shifting financial services landscape, according to Alex Kerry, head of Winterflood Business Services.

Tax & Regulation | 9 Jan 17

HM Revenue & Customs (HMRC) has revealed its 10 most significant fraud and organised crime cases of 2016. In the ongoing fight against tax evasion, HMRC prosecuted a range of tax fraudsters leading to 679 individuals being convicted for their part in tax crimes, with sentences for 2016 totalling more than 730 years.

United Kingdom | 9 Jan 17

A UK court has ruled that a £75,000 ($92,106, €87,429) loan taken out by a client to fund investments as part of a pension transfer was a form of pension liberation and should be subject to tax.

Tax & Regulation | 6 Jan 17

A UK judge has ordered Zurich to pay damages of £223,000 ($275,211, €261,185) over wrong advice given to a British expat looking to reduce her inheritance tax (IHT) liability.

Best Practice | 6 Jan 17

UK adviser directories Unbiased and VouchedFor have urged the Financial Conduct Authority (FCA) to publicise whether an adviser is independent or restricted.