Legal
Advisers must brace themselves for new IHT trust duties from next March, warns Canada Life
Advisers must prepare clients for new tax and reporting requirements on trusts, as an inheritance tax (IHT) law introduced by the last Labour government reaches its tenth anniversary next March, Canada Life has warned.
Investment | 20 Apr 15
IFA complaint investigation and handling firm launched
The first independent and impartial service which will investigate and handle complaints against UK based financial advisers has been launched.
SW Mitchell to drive growth with US focus
London based SW Mitchell Capital has described plans to more than double its assets under management with an increased focus on investors in a broader variety of jurisdictions, including the US.
Profiles & Comment | 7 Apr 15
Just how transparent will DFMs get
The news yesterday that Financial Express has launched a service allowing financial advisers to compare DFM model portfolios is another welcome move in the quest for greater transparency across the sector.
United Kingdom | 11 Nov 14
IFA jailed for stealing 200k from clients
A former financial adviser has been jailed for two years after “callously” conning clients out of almost £200,000