United Kingdom
United Kingdom | 6 Nov 15
Culling UK deed of variation ruling puts families ‘at risk’
Abolishing the UK’s deed of variation legislation as a means of tackling tax avoidance could risk causing distress to bereaved families, warned the Association of Taxation Technicians.
Financial advice definitions need clarity, says AJ Bell
The definition of financial advice is becoming blurred with potentially dangerous consequences, according to UK-based platform provider AJ Bell.
Schroders weathers tough markets
Schroders has weathered market volatility, seeing assets under management rise to £294.8bn at the end of September, compared to £276.2bn a year ago.
People Moves | 5 Nov 15
Julius Baer steps up UK push with four hires
Julius Baer has hired Annabel Bosman, Damien Crommie, Matthew Garnham and Jamie Banks to the firm’s London office.
United Kingdom | 3 Nov 15
Zurich urges UK advisers to speak up on long-stop rule
Financial advisers need to ensure they have their say on the UK complaints long-stop proposal to help shape what the legislation could look like, said Zurich’s head of retail platform strategy.