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United Kingdom

UK pushes ahead with £500 tax free pension advice allowance

Best Practice | 31 Aug 16

UK pushes ahead with £500 tax free pension advice allowance

The UK Treasury has set out plans to allow savers to take out £500 ($654, €586) from their retirement pots tax free to help pay for financial advice in a bid to plug the ‘advice gap’ following the pension freedoms.

UK advisers expect post-Brexit business boom

Retirement | 30 Aug 16

UK advisers expect post-Brexit business boom

More than half of financial advisers (53%) in the UK expect an increase in the number of clients specifically seeking Brexit-related financial planning advice, research from Prudential shows.

Calls for more UK pension advice over unexpected tax bills

Retirement | 26 Aug 16

Calls for more UK pension advice over unexpected tax bills

British savers are being hit with unexpected tax bills after taking money out of their pension pots, research by the Citizens Advice Bureau has found as the charity calls on the government to improve access to financial advice.

M&A firm Phoenix to shut down Cayman holding company

Companies | 25 Aug 16

M&A firm Phoenix to shut down Cayman holding company

Life company consolidator Phoenix Group plans to close its Cayman Islands holding company and set up a new operation in the UK.

European Wealth revises charges to lift financial planning arm

United Kingdom | 25 Aug 16

European Wealth revises charges to lift financial planning arm

European Wealth has announced it will alter its fee structure after its financial planning arm saw disappointing turnover and the overall group reported losses in the first half of the year.

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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.