Quilter
Will UK wealth raid throw existing IHT plans up in the air?
‘Huge implications’ if changes made to domicile, seven-year gifting rule and taper relief
7 advice firms hit with FCA skilled-person reviews since 2017
They had to collectively fork out over £300,000 to pay for the investigations
FCA investigating Quilter subsidiary over DB pension transfers
UK regulator also orders firm to appoint skilled person to conduct review
Best Practice | 4 Jun 20
Covid-19, global mobility and taxation
Financial planners need to have a good understanding of the 2013 statutory residence test
Ex-Sesame Bankhall MD named CEO of Quilter Financial Planning
Andy Thompson is to leave the business at the end of June