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News

Pension transfer advice rules were ‘past sell-by date’

Retirement | news 21 Jun 17

Pension transfer advice rules were ‘past sell-by date’

The financial planning industry in the UK has welcomed the FCA’s plans to overhaul advice on pension transfers, with many describing the reforms as long overdue.

UK Queen’s Speech fails to address Finance Bill ‘limbo’

Tax & Regulation | news 21 Jun 17

UK Queen’s Speech fails to address Finance Bill ‘limbo’

Key tax policies dropped from the Finance Bill in the run up to the general election will now be reviewed over the summer, the UK has announced, as the Queen’s Speech gave little clarity on the government’s tax plans for the coming year.

CGT and IHT may fall victim to ongoing UK election stalemate

Tax & Regulation | news 21 Jun 17

CGT and IHT may fall victim to ongoing UK election stalemate

Attractive exemptions to the inheritance tax (IHT) regime as well as low capital gains tax rates could face the chopping block amid concerns that Britain is heading for a second general election this year.

Overseas pension transfers more complex under new FCA rules

Best Practice | news 21 Jun 17

Overseas pension transfers more complex under new FCA rules

Transfers to overseas pensions are likely to become even more complicated following proposals from the Financial Conduct Authority to overhaul pension transfer advice in the UK.

FCA to overhaul pension transfer advice rules

Best Practice | news 21 Jun 17

FCA to overhaul pension transfer advice rules

Advice on pension transfers is to be provided as a personal recommendation and transfer value analysis replaced with a comparison to show the value of the benefits being given up under plans announced by the UK regulator on Wednesday.

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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.