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MPs have expressed concerns over Her Majesty’s Revenue and Customs' decision to hired the former chief executive of the UK Border Agency (UKBA).
The Association of British Insurers (ABI) has successfully resolved a conflict with Her Majesty’s Revenue and Customs (HMRC) over the rules around adviser charging on annuity business.
Advisers have been urged to remind clients they could shelter more than £58,000 from the taxman this ISA season.
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About two years ago, a retired ‘adviser’ invited me for lunch. He wanted to discuss today’s advisory market and compare it with his 1970s “heyday” (with Sun Alliance & London). I accepted.
Cofunds head of commercial, Russell Lancaster, says clean share classes represent the ultimate in transparency.
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The magazine is heavily focused on our Better Business section, which supports advisers in the run-up to RDR and beyond, and Investment.
Advisers can claim unstructured CPD for reading the magazine and we have also started a new series of articles providing structured CPD points.
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Transferring clients’ assets between organisations can be a major headache – often time...
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Transferring clients’ assets between organisations can be a major headache – often time...
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