News
Best Practice | news 2 May 18
Pensioners risk turning their retirement stream into a flood
Retirees in drawdown are at risk of running out of money in retirement, as a third have no investment experience and two in five are not getting any financial advice or guidance, research from Zurich UK has found.
What the Brexit transition means for advisers
UK and European IFA firms have said while the Brexit transition agreement offers “some degree of certainty”, it is important to remember it is not the complete solution and they must still operate with an element of caution.
UK ‘shatters’ tax secrecy of offshore territories
The tax secrecy practices of Britain’s Overseas Territories have been “shattered” by the UK Government, which in a dramatic turn of events, put its support behind an amendment that will introduce public ownership registers.
PEOPLE MOVES: Woodbrook Group, Investec, Barings
Woodbrook appoints a former deVere senior partner, Appleby appoints across offshore jurisdictions and Investec boosts its multi-asset team.
Tax & Regulation | news 1 May 18
Calling all advisers who battle IHT complexity
Advisers battling the complexity of the UK’s inheritance tax are being asked to contact the government’s Office for Tax Simplification.